WikiWealth

"The properties of carbon fiber such as high tensile strength, low weight, and low thermal expansion make it very popular in aerospace, civil engineering, military, and motor sports, along with other competition sports."

The popularity and benefits from the use of carbon fiber would lower demand for aluminum decreasing its price.

Source: http://en.wikipedia.org/wiki/Carbon_fiber

"Carbon Fiber Threat" will have a long-term negative impact on this entity, which subtracts from the entity's value. This qualitative factor will lead to an increase in costs.