IIRC there are seventy five D78s going to be available before long... and the Wales & Borders franchise currently requires seventy five "slow" DMUs (i.e. the total number of their 142s, 143s, 150s and 153s)... I can see why that makes some sense to some people!
Plus, if there are seventy five "standard" DMUs that could be cascaded to other TOCs (the 143s are a fairly small fleet, but the 142/ 150/ 153s could be shared between the existing TOCs who already run such stock - Northern/ EMT/ GA/ FGW and to a lesser extend LM - then these could then be on the understanding of ATW getting a few extra 158s in return (AIUI there's no need for the 90mph top speed on routes like the Calder Valley, but AFAIK there are some 75mph DMUs that can turn up on longer distance ATW services like 153s tagged on to Manchester services where more 158s would be more beneficial).
The article states that the D-trains would be
in addition to ATW's current fleet, specifically on the Valleys where overcrowding in the morning peak especially is severe. I'd hope that ATW and the Welsh Government would have the sense to get the D-trains as
additional stock and not trade off the Sprinters or even the 143s. ATW needs all the stock it can get and needs it
now.
Services in the morning and evening peaks on the valleys need to be
at least 4 car Sprinters or 6 car Pacers (platforms are long enough as the longest formation I've been on was 150+143+142, although it did end up failing!) and with D78 cars being no longer than Pacer cars, 6 car D-trains would be needed to ease overcrowding, especially once disability modifications are taken into account.
As for electrification being delayed beyond the mid 2020s, Stephen Crabb took nearly all of credit for himself for getting the electrification programme back on track last summer, will he want to risk it being delayed just so Vivarail can get their money's worth out of these trains? 10 years on the valleys will be long enough for them, we need the capacity now but a long term strategy is needed, not Pacers MkII.