Yes, it's probably necessary if they wanna get near-400 miles on extended range. Even the F150E with extended range only has a 300 mile EPA with estimates of 170kwh[0], and the r1t doesn't look to be insanely more aerodynamic. It's indeed going to be a disaster, but Amazon wants a foot in the door regardless of how much it costs.
0: https://insideevs.com/news/508674/battery-capacity-ford-f150...