I would be interested to know how EMR were expecting Southern to be able to release the 171s (which I believe was EMR's original planned source before TfW's 170s became available (presumably as a sub-lease, since I'm pretty sure TfW had the 170s on a lease right through to the end of the planned 15yr KeolisAmey franchise and beyond)) - TfW keeping the 153s instead of the 170s will certainly get EMR out of a hole on that one.The newer DMUs probably have a future use somewhere else, whilst the 153s would almost certainly be destined for the scrapyard if they were replaced today. In fact, that's part of the reason for the change of plans - originally 170s were going to replace the 153s, but EMR are desperate for them
Now, getting back to FLIRTs...
I too suspect that conversion of the 231s to electric or bimode is relatively straightforward. However, I'm not sure if this has been confirmed and some have suggested it may still be quite difficult/expensive. As long as the 231s do indeed have passive provision for electric operation from the 25kV AC OHLE then I'm more confused than concerned that they weren't ordered as bi-modes from the start.I suspect that the conversion of the 231s to electric or bimode is relatively straightforward. However, were to be a widespread expansion of electrification in South Wales, it may be that it proves operationally more convenient to procure some more electric or bi-mode trains and then sell, lease or reallocate the 231s. The design of the 231s, with only passive provision for a conversion to 25kV power, is just fine - it avoids the need to spend more money now on something that might not be needed later.