Motorsport.com discusses the formation lap problem, but doesn't offer much insight :
https://www.motorsport.com/f1/news/Why- ... /10803679/
But why did so many cars arrive on the grid without energy? This is linked both to the limited amount of energy available and to the way drivers warm up their tyres and brakes.
“It's our responsibility to avoid to be in that situation. We have been caught by some limitations of the way you can charge and discharge the battery in the formation lap,” added Laurent Mekies on the topic,...
"With the unusual behaviours that drivers need to have on a formation lap – with acceleration, braking, acceleration, braking to warm your brakes, to warm your tires – we ended up in a point where we were unable anymore to get to the right state of charge for the race start. We had to build up that battery level through the first lap, which obviously was not enjoyable,” added the Red Bull team principal.
To try to warm the tyres and brakes, drivers generally adopt quite an aggressive driving style during the formation lap, alternating constant cycles of acceleration and braking. The battery therefore comes under heavy stress, because the car repeatedly transitions from low to high speeds and energy consumption increases significantly during the acceleration phases.
On a track like Melbourne, which offers few real opportunities for recharging, this continuous cycle does not help, also because the last real chance to recover energy is the braking zone at Turn 11 following two long straights. By proceeding more slowly in the final sector, it becomes much more difficult to recharge the battery because the recovery action of the MGU-K is reduced.
A second problem is added to this. To warm tyres and brakes, the brake balance is often shifted toward the front axle, altering the relationship with the ERS: it is the same principle as what Mercedes, until last year, called “brake magic”, which aimed to generate temperature before lining up on the grid or during Safety Car periods when cars proceed more slowly.
With the braking action shifted more toward the front to generate temperature, the motor-generator is required to work less. Under “normal” conditions this year, the rear braking system has actually been reduced in size because the MGU-K provides much of the deceleration. On a challenging circuit like Melbourne, however, finding the ideal procedure was not simple, and several engineers were caught by surprise, arriving on the grid with empty batteries.
There is one piece of info that answers one of the Qs in my original post :
Compared to a normal qualifying out-lap – where the FIA grants an exception allowing up to 8.5 MJ of energy to be recovered and where cars tend to leave the pits with the battery already fairly charged – the formation lap follows different dynamics.
which kind of reinforces my guess that they are not 'enabling a switch'/changing mode from a typical race lap, for the formation lap - it's not treated 'special' like the outlap before a quali lap.