I can imagine the negative headlines now about the 315s being sat idle between 2018 (Crossrail opens) and some time in the early 2020s (Valley Lines fully electrified).
Dunno if that's better than having electrified lines without sufficient EMUs to operate all services (one of the complaints made about the "Lancashire Triangle").
(of course, the Welsh delays may mean that the 315s don't end up running Valley services, but I can't see the WG finding the money for brand new units)
In the case of the 'Lancashire Triangle', TPE and Thames Valley the extra capacity provided by EMUs is overdue given it was originally expected to be provided by a new DMU order to be delivered by December 2012 so the extra capacity was already overdue compared to the original plan.
With regards to Chat Moss the busiest Victoria-Liverpool services are 4 car and the Airport-Liverpool services need extra luggage space more than extra seats. Therefore, the greatest beneficiary of EMUs to Chat Moss will be the likes of Burnley which will get a new service in December 14 using the cascaded diesels, 10 months after the Todmorden curve will be available for use. At the moment Burnley won't be bothered about where the trains will come from as long as they get some.
Out of interest someone dug out an official document a while back which showed that the proposed DMU order for Northern/FGW/TPE would mainly be 4 car. Do we know which routes in the North (other than TPE services) would have got 4 car had the electrification alternative not gone ahead? There must have been some thought that went in to it given it specified a small number of 2 and 3 car units and a large number of 4 car units.
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because if they didn't TPE could take on even less than 5 of their 350/3s just until TPE get their own EMUs not as an add on for LM.
There was a suggestion that LM would submit an order of 17 x 4 car 350s with 10 for TPE but this could changed to 20 with 10 for TPE. I wonder whether the suggested 17 would have broken procurement rules - given the TPE portion would have been larger than the LM portion and the reason for Siemens getting awarded the tender was because they offered compatibility with existing LM EMUs, which other manufacturers couldn't offer with an off-the-shelf model.