Barcelona Grand Prix

F1: the race among energy giants towards new sustainable fuels

With the introduction of 100% sustainable fuels, the World Championship is also being decided in the laboratories, with a multi-billion-dollar battle between five energy giants. It is a contest in which innovation is not just about shaving tenths of a second off the clock, but about securing technological leadership for the mobility of tomorrow

by Massimo Ruberti and Glenda Mecaj

 (Yves Herman, Pool Photo via AP)

9' min read

Translated by AI
Versione italiana

9' min read

Translated by AI
Versione italiana

Andrea Kimi Antonelli’s start to the 2026 season can be summed up in figures: nineteen years old, five consecutive wins, and a 68-point lead over his team-mate, George Russell, after six races. Or through the latter’s excuses: in Miami, ‘it’s clearly a circuit where I struggle and Antonelli excels’; in Canada, ‘luck isn’t on my side at the moment’; in Monaco, ‘this car doesn’t suit my driving style’. Numbers and words that help us understand the strength of a champion long awaited in Italia.

Antonelli’s triumph was set against the backdrop of a difficult weekend for Ferrari. The Maranello-based team, which arrived in Monaco as favourites, put in a mixed performance. On the one hand, Lewis Hamilton, finally smiling, secured his third podium of the season and second place in the standings; on the other, Charles Leclerc, frustrated by mistakes in qualifying and the race, was forced to finish behind his team-mate for the third race in a row. The weekend of 12–14 June at Montmeló will reveal whether the changes to the braking system, validated by Lewis three races ago, will succeed in restoring the Monegasque talent’s lost feel for the car.

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LA CLASSIFICA

Top 10 del Mondiale Scuderie e Piloti di Formula 1 - Stagione 2026

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The Unexpected ADUO

To further shake things up – and the perceived hierarchies within the paddock – an unexpected factor has emerged, revealed almost by chance by Hamilton himself to the British press: the outcome of the ADUO. The mechanism established by the FIA to assess and, where necessary, level the performance of internal combustion engines (ICE) has in fact delivered a verdict that overturns the teams’ hopes of catching up with Mercedes. Contrary to estimates that suggested the Mercedes power unit produced in Brixworth was the absolute technical benchmark, the FIA’s analysis has crowned the Red Bull engine as the best. The German manufacturer is said to be 2% behind, whilst Ferrari slips to third place with an estimated gap of 4%.

A scenario that radically overturns medium- and long-term expectations: Mercedes, despite being the undisputed dominant force on the track thanks to Antonelli’s performance, finds itself, paradoxically, in a position to further develop and update its engine. If Toto Wolff’s team is monopolising the championship with a power unit that, on paper, still has room for efficiency improvements, the right to take advantage of these regulatory concessions risks becoming a definitive liability in the World Championship, widening the competitive gap with its rivals to an unbridgeable extent.

What if it weren't just about the engine?

If the Brixworth internal combustion engine does not represent the peak efficiency certified by the Federation, the secret behind the clear superiority of Antonelli’s Mercedes must be sought elsewhere. The answer seems to lie in the intricacies of a technical regulation that has revolutionised the architecture of the power units. On the one hand, the real competitive advantage of Toto Wolff’s team could lie in an approach to managing the electric component that is as extreme as it is effective: maximising hybrid energy, which on the track translates into an unbeatable pace, albeit at a very high cost in terms of reliability, as demonstrated by the numerous battery packs already ‘burned out’ and replaced in these first six races. Precisely to sustain this extreme use of the hybrid system and balance its critical issues, it becomes vital to extract the maximum possible performance from the combustion engine by relying on thermodynamically perfect mixtures. On the other hand, a parallel development front is opening up, strictly shrouded in industrial secrecy, capable of shifting the focus of the competition from pure mechanics to chemistry. It is the dawn of a new technological competition: that of 100% sustainable advanced fuels.

F1 2026: LA MAPPA INDUSTRIALE DEI MOTORISTI E DEI PARTNER ENERGETICI

La tabella evidenzia gli incroci tecnici e commerciali tra costruttori di motori, scuderie e fornitori di carburante nella nuova era regolamentare. I dati associano a ciascun team il rispettivo partner chimico-energetico, evidenziando la dimensione economica dei cinque grandi player globali (espressa in miliardi di dollari di fatturato) che si contenderanno il vantaggio competitivo attraverso la formulazione delle nuove benzine 100% sostenibili

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100% sustainable fuels for a Formula 1 that is moving ever closer to net zero

In a season of major regulatory changes for Formula 1, the FIA is also introducing a requirement to use 100% sustainable fuels. This move is in line with Formula 1’s goal of achieving Net Zero Carbon by 2030. In Formula 1, Advanced Sustainable Fuel is a type of fuel produced from renewable sources and free from any petroleum-derived components. It is a ‘drop-in’ fuel, meaning it can be used directly in the cars without requiring any structural modifications to the engine.

On this matter, FIA President Mohammed Ben Sulayem said: “Innovation and progress go hand in hand, and the FIA is at the forefront as we move towards a sustainable future. Alternative fuels represent the next step, and today we are bringing a significant part of our sustainability vision to life thanks to the availability of FIA-certified sustainable fuel, backed by an extremely robust procedure that we can all trust. These innovations developed on the track continue to drive change on the road that impacts the daily lives of each and every one of us.”

Back in December 2020, Formula 1 had already sent engine manufacturers the first samples of a 100% sustainable fuel, produced from bio-waste, for testing and validation. In recent years, the FIA had already introduced this type of fuel in other competitions prior to its arrival in Formula 1, such as the FIA European Truck Racing Championship, the World Rally Championship and the World Endurance Championship.

Before the new regulations came into force, the single-seaters used E10, a fuel comprising 90% fossil-based components and 10% ethanol, with a price per litre in Formula 1 ranging between $22 and $33. The cost per litre of the new sustainable fuels, however, is between $170 and $300, resulting in an estimated expenditure for the teams of between $1.9 million and $2.4 million for the entire season. An impact that Ayao Komatsu, Haas team principal, summed up as follows: “Fuel costs will be outside the budget cap, but we still have to fund them. We need to find new revenue streams. We call it sustainable fuel, and it is sustainable from an environmental point of view, but from a financial point of view it is not.”

Two main approaches: e-fuels and biofuels

Sustainable fuels must be derived from advanced sustainable components such as municipal waste, non-biological renewable sources and non-food biomass, in strict compliance with the limits imposed on greenhouse gas emissions. Furthermore, the entire production process, which is inherently long and complex, must be powered exclusively by renewable sources.

The FIA has not imposed any specific regulatory restrictions on the chemical composition of 100% sustainable fuels: this means that each manufacturer is free to develop its own optimal blend, provided it complies with the general parameters set by the Federation.

Broadly speaking, there are two main approaches to producing these new petrols, which differ significantly in terms of industrial design. The first, which is purely synthetic in nature, involves advanced e-fuels: these are produced through carbon capture (the capture of carbon dioxide from the atmosphere or from industrial emissions) combined with the use of hydrogen generated from renewable energy.

The second approach, which is linked to biological recovery, involves biofuels derived from biomass not intended for food. This last point is crucial: using food crops to produce energy would trigger harmful competition, inevitably driving up the prices of agricultural raw materials. Conversely, the use of organic waste materials creates a virtuous circle that reduces waste volumes and resolves the problem of waste disposal at source.

To ensure that fuels meet the required standards, the FIA is working with Zemo Partnership, a body specialising in verification services, to develop a certification system that analyses the traceability of the supply chain, the exact composition of the blend and its performance in terms of emissions.

Nikolas Tombazis, FIA Single-Seater Director, makes this point very clear: ‘Every fuel contains around 100 different components – various elements that make up the final blend. To ensure that this fuel is sustainable, we must check every single component and every supplier, as they are often not produced in a single facility. We must ensure that the entire supply chain uses methods capable of reducing the carbon footprint and that there is no use of fossil fuels.”

A race within a race: chemistry as a driver of performance and industrial competition

The composition of sustainable fuel is not merely a matter of regulatory compliance, but a genuine driver of performance: the correct chemical formulation of the blend can provide a decisive competitive advantage, whilst an ineffective formulation risks severely compromising the internal combustion engine’s power delivery, costing crucial tenths of a second on the track.

Yet the battle being fought within the fuel tanks goes far beyond the stopwatch. The protagonists of this silent battle are five global energy titans: industrial giants capable of generating hundreds of billions of dollars in turnover, who compete fiercely with one another by using Formula 1 as the world’s most extreme research and development laboratory. The ultimate goal is not merely to win a World Championship, but to accumulate expertise in synthetic fuels and advanced biofuels capable of generating a competitive advantage that transcends the boundaries of motorsport, with a view to future large-scale commercialisation for the global transition in mobility.

This season’s grid is therefore the arena for five major strategic alliances: Shell partners with Ferrari, Haas and Cadillac through its V-Power range; Petronas supplies fuel for the engines of Mercedes, McLaren, Williams and, from this year, Alpine; Exxon Mobil supports the Red Bull Group’s cars (Red Bull Racing and Racing Bulls). Rounding the picture off are two exclusive partnerships: the one between Aramco and Aston Martin (powered by Honda) and the alliance formed between Audi and BP.

The era of advanced fuels: the strategies of the five giants for 2026

Below is a technological overview of the five major alliances, based on the development strategies outlined by their respective energy companies.

1. Shell and Scuderia Ferrari 

Shell is constantly fine-tuning the bespoke formulation of the V-Power range for the Maranello team. On the technological front, no stone is left unturned: the company’s top brass confirm that the new fuel is a blend of advanced biofuels and liquid e-fuels. Valeria Loreti, the company’s Motorsport Lead Scientist, explains: “Shell’s race fuel for the 2026 F1 season is a bespoke formulation containing only sustainable components defined by FIA regulations, certified as derived from renewable raw materials, such as municipal waste or non-food biomass.”

2. ExxonMobil and Red Bull Racing

The Texas-based multinational is partnering with the Milton Keynes-based team on the power unit developed in-house by Red Bull Ford Powertrains. The company’s strategy, led by technical leaders such as Chief Fuels Technology Engineer Krystal Wrigley, is exploring a diversified portfolio that is already looking towards future commercial transport. As highlighted in an official company statement: “ExxonMobil is exploring a range of options for low-emission fuels, including second-generation, or advanced, biofuels, and synthetic fuels created using hydrogen and captured CO2 to form methanol.”

3. Petronas and Mercedes

The long-standing Anglo-German partnership is relying on Petronas’ Fluid Technology Solutions to power the new internal combustion engine, with the regulatory target of reducing emissions by at least 65%. This is a ‘drop-in’ solution, which can be used directly without redesigning the engine. Chandramalar Muthiah, Head of Fuel Technology at the Malaysian giant, describes a comprehensive process: “At Petronas, we are driving this transformation by developing advanced sustainable fuel across the entire value chain, from raw materials to the final product. The fuel is derived from non-food biomass, municipal waste or renewable fuel of non-biological origin (RFNBO).’

4. Aramco and Aston Martin

The Saudi giant is the exclusive supplier to the Silverstone-based team, supporting the new Honda hybrid engines with the Aramco ProForce+ fuel blend. Unlike competitors who maintain a hybrid approach, the company’s strategy (led by Downstream President Mohammed Al Qahtani) focuses specifically on synthetic technology, as confirmed in a joint statement with Aston Martin: ‘Our engineers and chemists are focused on producing ultra-efficient hybrid internal combustion engines and advanced fuels, including low-carbon synthetic fuels or E-Fuels, for use in motorsport.’

5. BP and Audi

For its first official year in Formula 1, the Four Rings brand is relying on its strategic partnership with BP. Engineers have evaluated over 70 components and supplied Audi with a stock of more than 240,000 litres of experimental fuel. Luc Jolly, BP’s Motorsport Fluids Technology Lead, explains the engineering and regulatory scope of the challenge: ‘The FIA requires all teams to use fuel derived from advanced sustainable components, sourced from non-food biomass, renewable raw materials of non-biological origin or municipal waste. What we are doing here is developing a completely new fuel from scratch, alongside the hybrid power unit.”

The Barcelona Grand Prix

Beyond the glamour of the paddock and the thrills on the track, Formula 1 thrives on relentless work behind the scenes: an invisible challenge where performance for the track and industrial strategies for the wider world are forged.

The weekend in Catalunya will follow the traditional format, with the usual European afternoon schedule. On Friday, the first two free practice sessions are scheduled for 1.30 pm and 5.00 pm respectively. On Saturday, following the third free practice session scheduled for 12.30 pm, qualifying will take place at 4.00 pm to determine the starting grid. The lights will go out for Sunday’s race at 3.00 pm.

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