Oddly enough, I would confirm the exact same thing happened last night where the shaders started going through the slow update/loading routine. No changes on this end as regards drivers updated, so it was a rather odd thing to happen. While I have had random disconnects and bad lag, (And 2 in the morning is hardly UK peak time), last night was the first time I saw the shaders go through their loading slow routine. Almost as though something were added to the code that wasn't properly bug tested or something, I dunno.
Resetting the router makes absolutely no difference at all...that was one the first things I tried and that was last week. The random disconnects have gotten a little better, but the lag is constant and getting hard to play in now. Considering the amount of players complaining of similar issues, I'm loathe to put this down to the fault of the player. Whatever the problem is, I truly believe it's on FD end of things.