Have you actually tested this with quiet positions, where understanding needs to be more about different strategic or positional choices? They can explain concrete tactical lines with stockfish analysis at hand, but so can an analysis board. In my experience, even with fairly deep and accurate engine analysis, they cannot do this accurately with quiet positions. I tried to build a product around this idea and I'm convinced that even if it is possible it would require hundreds of thousands - or millions - spent on post-training to even confirm that possibility.
Good point. I had to tweak a bit the system to get more positional analysis because this is something I wanted too get. I think it's still shying away on this aspect. When it does dwell on it, I feel that when the output describe what should be the plan of both camps, it's quite convincing but only a much stronger player (or me with stockfish) could really assess this.
Anyway I am with you that deep positional appraisal is very hard and we should not expect too much from this set of skills on that front.