Also from a company in an industry with no work on for some time when these are delivered.
It makes perfect sense to provide compensation in the form of additional units, provides more value to the client in terms of fleet availability, and keeps your factory busy. Sending back cash would just disappear and do nothing useful.
Agree with this speculation, and it presumably hinges on the contract between EMR and Hitachi...
Especially if Hitachi are looking at real-world 80x data and thinking they can't meet contractual performance/availability guarantees with 33 trains.
In which case, perhaps the customer outcome is not really more 10-car trains, but fewer shortforms (For example easily deliver - 30/36 availability rather than fail to get to 30/33)
Anyway it's positive all round if the service for passengers is more reliable and/or has more scope for growth.
Whilst every little helps, I'm not sure that 15 extra vehicles is really going to give anxious Hitachi staff the peace of mind they need.