According to Tony Miles on the wnxx forum, GC have reached the maximum amount of money they are required to pay out for delaying other TOCs (not sure if it's for this year or for a fixed period or what), therefore every time a GC service fails, NR has to compensate the other TOCs for their delay minutes.
NR are, to quote Tony, "very concerned about this and is debating what action to take next" :-?. Apparently there is also a new Route Director for the ECML who is looking to save every penny...
I really hope NR does not take action that would be detrimental to GC or it's passengers.