I think this is going to turn out to be the correct take.
LCI X Long Range is about 300lb lighter than the Raven LR+ spec line, 5185 vs. ~5500. Notably, 5185 is about the same curb weight spec as the old 75D/Standard Range Raven. So, the pack has to have gotten smaller, the rear motor is bigger and about twice as powerful, and likely has beefier power electronics and cabling associated with it, so.... There's nowhere else to take weight out of the car, it's already aluminum everywhere that isn't glass. Maybe an aluminum subframe or something like that could take a fewlb out, but not 200+.