I suspect #2 and it's a serious problem because that black ABS can clog your nozzle slightly and degrade the extrusion ability at faster speeds. I recommend you move the filament on to the floor for now until UM has a new feeder:
Having the filament come in at a more vertical angle can help this if the problem is mostly at the entrance to the feeder but if the problem is elsewhere then it won't help:
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IRobertI 521
I'm thinking it could be one of two things.
1) Dust/crap on the filament
2) Or perhaps it's a symptom of the rubbing we've been seeing in the feeder. The filament rubs on the internals of the feeder, which is made out of ABS, and grinds parts of it down. It's possible that some of this dust is getting into your prints. Ultimaker are working hard on addressing this problem. (and a few of us here on the forums are working on new designs as well)
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