Well, like everything else, guesswork.I will refrain for posting a 'CVR Transcript' attempt as a mark of respect.
However, I do see 'Evan's' theory as the best we have yet.
Right turn off the ILS at MDA (or above)
A 'left turn' onto downwind'
Sight of 'runway'. Too close in really but vis is err........ poor.....
Left turn onto final, blowing through with strong 'slackening' wind.
The rest?
There must have been some question mark in P2's head, and I assume the sight of a large city under the base leg would have clinched it for him, but too late.
Summary - 'disorientation' of at least one pilot.