- The Commercial Table
- Posts
- Oil money, fast lane
Oil money, fast lane
Why Motul returned to F1, Ferrari’s Milan sponsor spectacle, tyres turned into sneakers, and a motorsport mag you can actually hold.

How 433 Investors Unlocked 400X Return Potential
Institutional investors back startups to unlock outsized returns. Regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.
Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? They got a 400X buyout offer from the company, as Revolut’s valuation increased 89,900% in the same timeframe.
Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.
The same institutional investors behind Uber, Venmo, and eBay backed Pacaso. And you can join them. But not for long. Pacaso’s investment opportunity ends September 18.
Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

Motul's McLaren Gambit
Why an oil company's F1 return is really about escaping the enthusiast bubble
This announcement made me realise three things: first, that our Lexus needs an oil change, and we can't keep pretending that the maintenance light is just "decorative." Second, that I've been pronouncing Motul wrong for years (it's "MO-tool," not "mo-TOOL" - apparently I'm not French enough). And third, it made me think about why a French lubricants company made a return to F1 after 50 years.
Look, I know what you're thinking. "Oh great, another oil company sponsorship story. Wake me up when someone interesting does something." And normally, you'd be right. F1 partnerships have become as predictable as a Netflix series getting cancelled after two seasons.
Yesterday, McLaren announced that Motul is returning to Formula 1 as its official transmission lubricants supplier starting in 2026. Cue the press release bingo: "technical excellence" ✓, "shared values" ✓, "partnership that goes beyond" ✓, mandatory quote from someone in a suit ✓.
What looks like standard F1 sponsorship theatre might actually be something much more interesting. This appears to be a textbook case of how to use motorsport to solve a problem that has nothing to do with making cars go fast.
The Three Key Takeaways
1. The Shell Problem: When Technical Excellence Meets Brand Recognition Reality
Let's play a game. Walk into any gas station and ask someone to name motor oil brands. You'll get Shell, Mobil, maybe Castrol if they're feeling adventurous. Motul? That's the brand mentioned exclusively by the guy at Cars & Coffee who has strong opinions about apex seals and won't let you leave without explaining why his Miata is actually a serious track weapon.
This is Motul's existential crisis, neatly wrapped up in a package. Shell has been the global market leader for 16 consecutive years and has more gas stations than Starbucks locations. Their Ferrari partnership is basically corporate jewellery - expensive, shiny, and designed to remind everyone they can afford it.
Meanwhile, Motul supplies transmission lubricants for Le Mans winners, MotoGP champions, and Dakar Rally survivors. They've got the technical street cred of a NASA engineer at a high school physics fair. Technical excellence at the highest level, but Shell still owns every corner of the mass market.
Enter F1, stage left. When McLaren starts winning races with Motul lubricants (and let's face it, they've got a decent shot at that these days), millions of viewers worldwide get to see that little logo. That's the kind of brand awareness money literally cannot buy - well, unless you've got Shell's quarterly budget.
The timing here is chef's kiss perfect. McLaren isn't just collecting participation trophies; they have pretty much won the constructors’ championship. Motul is buying association with success at the very top of the automotive food chain.
2. Building Emotional Connection Beyond Product Features
Here's where most tech and sponsor companies get absolutely evangelical when they enter F1. They all follow the same corporate strategy handbook: transform from "niche technical solution" to "mainstream consideration." Build brand awareness (both aided and unaided), change perceptions, and create long-term consideration beyond their current audience of engineering nerds and Reddit enthusiasts.
Motul appears to be playing this game at an expert level. Right now, their brand perception is "expensive oil for people who corner-weight their cars." The target perception? "Premium lubricants that deliver racing-level protection for people who just want their Honda Civic to run properly."
Now, the technical specifications of transmission lubricants matter about as much to most consumers as the molecular structure of breakfast cereal. What matters is the cultural signal. F1 represents the absolute pinnacle of automotive engineering - the place where they spend millions of dollars to save tenths of seconds. Being McLaren's technical partner is like having a Michelin star for motor oil.
The emotional play is beautifully simple: "If it's good enough for McLaren's championship bid, it's probably overkill for your weekend trip to IKEA." This transforms Motul from "motorsport insider knowledge" to "that premium brand I should probably know about."
When you see "Formula 1 technology" slapped on a consumer product, you don't actually care about the technical transfer process (which takes years and involves more chemistry than most people want to think about). You think precision, cutting-edge engineering, the kind of uncompromising quality that costs extra money. That brand association is worth considerably more than whatever McLaren is charging for this partnership.
The Long Game: Using F1 as an Accelerated R&D Platform (That Happens to be Televised)
This partnership gives Motul massive brand exposure, obviously. It also hands them something that's arguably more valuable: the fastest R&D environment in the automotive world.
Testing new lubricant formulations in traditional industrial applications is painfully tedious. You develop a product, send it to various applications, wait around for meaningful performance data, like you're refreshing your email for job interview feedback, then iterate.
F1 operates on an entirely different timeline. Every race weekend becomes a real-world laboratory where microscopic improvements in friction reduction, heat dissipation, and component protection translate to measurable lap time differences. The feedback loop is immediate, the performance requirements are more extreme than a helicopter parent, and the competitive pressure makes startup culture look relaxed.
This matters for Motul's broader business strategy in ways that go far beyond weekend racing entertainment. The molecular engineering advances they develop for McLaren's transmissions don't just stay in F1 - they eventually trickle down into consumer products. This "Track → Street" pipeline typically takes 3-5 years and more careful adaptation than a bestselling novel becoming a Netflix series.
This entire R&D process happens on television, in front of millions of viewers, with immediate performance validation. When Motul develops breakthrough lubricant technology that helps McLaren win races, they're advancing their technical capabilities in some anonymous industrial facility. They're doing it at Monaco, Silverstone, and Monza, with global audiences watching the results every Sunday, as if it were the world's most expensive science experiment.
Why This Matters Beyond F1
The Motul-McLaren partnership represents something that extends well beyond motorsport sponsorship: how technically excellent companies can leverage cultural platforms to break through brand awareness barriers that traditional marketing approaches simply cannot touch.
Most B2B companies with superior products face the same fundamental challenge - having the best solution means absolutely nothing if nobody knows you exist. Traditional marketing approaches (trade shows, technical publications, industry partnerships) work fine for maintaining existing customer relationships. They're terrible at building mainstream brand recognition.
F1 partnerships provide something unique: a globally televised platform that validates technical excellence while building emotional brand connection. It's simultaneously the world's most expensive R&D program and most effective brand awareness campaign, rolled into one very fast, very loud package.
The question isn't whether Motul's lubricants will make McLaren faster (they probably will, though the engineers will never admit how much). The question is whether three years of F1 exposure will transform Motul from "motorsport specialist brand" to "premium automotive choice" in consumers' minds.
Given McLaren's current performance trajectory and F1's massive global audience, that transformation looks increasingly likely. If it works, expect other technically excellent companies with mainstream recognition problems to start eyeing similar partnerships very, very carefully.
When your biggest competitor has 16 consecutive years of market leadership and a gas station on every corner, sometimes the best strategy is to beat them where they can't follow: on the world's biggest automotive stage, going 200mph, with millions of people watching.
Now, if you'll excuse me, I really do need to get that oil changed. The maintenance light isn't going to ignore itself forever, no matter how much I want it to. Though I might just ask about that "Formula 1 technology" next time I'm at the shop.

Let's Partner
Connect with the commercial leaders who orchestrate million-dollar partnerships at Fortune 500 brands and major sports properties. Let's talk.
How did you like today's newsletter?or reply to this email, I read every response. |
Before you go: Here are 3 ways I can help you:
1) Executive Ghostwriting & Thought Leadership I help CCOs, CMOs, and founders craft powerful communications, whether it's speeches, op-eds, LinkedIn posts, or that next big keynote. Let's turn your expertise into influence.
2) Strategic Communications Consulting: From crisis communications to brand storytelling, I partner with commercial leaders to build trust, drive growth, and ensure your message resonates with the audiences that matter most.
3) Speaking & Content: Book me for keynotes, panels, or custom content on the business of sport, media, and commercial innovation. Let's bring fresh, actionable insights to your next event.
P.S. I'm always up for a conversation about the future of sports, entertainment, and commercial leadership. Just hit reply or connect with me on LinkedIn.
Reply