Someone (I think it was Doughty?) did suggest it was to do with the proportions of unsprung weight to sprung weight that affected the handling and the only way to get that balance right was to add weight back to the chassis.
I do remember back when the carbon tubs came out for the RC10, the cars were a lot lighter, but didn't handle as well on rough tracks as the original alloy tubs, so it does makes sense to me.
(although I really don't understand the technicalities!)
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