"This is not about ability"

Sure it is. That's exactly what the following statement means: "Apple cannot identify the source of this data". How can you interpret that as anything else but their ability of identifying the source?

The statement is obviously not true; if they were forced to, by a government agency for example, to track the location information from a user from that point on they COULD; saying they can't is wrong IMHO.

The correct thing to say here is that they can, but they don't, unless forced to. But I guess that isn't the message Apple wants to communicate.