I think the intent of this statement is that bees heat the cluster and do not make an effort to maintain the temperature of the interior of the hive. From that perspective, the hive walls serve primarily as a wind break. The cluster maintains temperatures of around 36 C or a tad higher. This requires significant consumption of stores and releases water at the predictable rate of @18% which is the moisture level of honey plus 6 molecules of CO2 and 6 of H2O for each sugar molecule metabolized. (1 - C6H12O6 + 6 O2 -> 6 C02 + 6 H2O) Heating the cluster releases that heat into the hive interior. As external temperatures drop, a thermal column forms above the cluster with heat and moisture rising to the hive cover. If the temperature difference is significant, moisture will condense out of the column and can cause several problems such as dysentery, nosema, and various fungal infections. Removing this moisture from the hive interior is the reason various upper openings are used.
The way I understand highly insulated hives is that the heat the bees release is more able to fill the interior of the hive which changes the dynamic of the vertical column rising from the bees. Moisture is unable to condense onto hive surfaces because the temperature differential is not high enough. This in turn leads to the bees metabolizing significantly less honey which causes a water shortage in the hive. So granted that eps/pir hives significantly affect heat dissipation from the cluster, how do you propose that the bees meet their winter water requirements given that exterior temperatures are far too low for foraging? I'm genuinely interested in this so please don't think I am trolling your thread.