I have it from different beach cat sources (as in actual builders) that the kind of carbon cloths used for our boats have become significantly more expensive over the last 3 years due to shortages in production. Aircraft builders and the sort (windmills) are buying enormous batches up front. There is coming more production capacity on-line but it isn't here yet.
last year it got to the point where whole specific grades and weaves of carbon weren't even available to private parties.
I don't know how to square these reports with your statements, but I would love to find out how they are compatible.
Wouter