Lucy Shaw
LucyShaw

Energy expert: investor, writer, convenor, speaker

Blackstone
IFC
Actis
Harvard Business School
BCG
Harvard Kennedy School
CrossBoundary
Agricultural Transformation Agency
UN WFP
Vena Energy
Harvard Center for International Development
Imperial War Museums
London School of Economics
Grantham Research Institute
Blackstone
IFC
Actis
Harvard Business School
BCG
Harvard Kennedy School
CrossBoundary
Agricultural Transformation Agency
UN WFP
Vena Energy
Harvard Center for International Development
Imperial War Museums
London School of Economics
Grantham Research Institute

Advising investors, companies, and governments on the energy transition.

Lucy Shaw

Lucy Shaw works on how to make energy cheaper and cleaner around the world. She leads Gordon Management, an investment firm focused on energy transition in the UK and Africa. She advises institutional investors, energy companies, and governments on energy deals and strategies.

Before founding Gordon Management, Lucy spent her career at Blackstone, the IFC (World Bank Group), BCG, and the United Nations. She has lived and worked on six continents and brings a global perspective to her work, bridging business and policy.

Lucy studied at Harvard Business School on a Fulbright Scholarship, where she graduated as a Baker Scholar in the top 5% of her class. She also studied a Masters in Public Administration majoring in International Development at Harvard Kennedy School. She holds a mechanical engineering degree from the University of Melbourne, where she was awarded a scholarship for the top 0.1% of Australian school graduates.

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Lucy unpacks the progress and pitfalls of the energy transition - investment, politics, and power in the UK and globally.

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What I do

01

Fundraising Support

Helping energy and infrastructure companies find the right institutional investors and close capital raises.

02

Investment Due Diligence

Research and analysis for investors looking at energy transition assets in the UK and Africa.

03

Strategic Market Analysis

Making sense of energy policy, regulation, and market shifts so investors can act with confidence.

04

Convening

Bringing the right people together — connecting capital, companies and policymakers to unlock energy transition opportunities.

05

Policy Advisory

Working with governments on how to attract private capital to infrastructure investments.

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If you think I can help with your next project, get in touch

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Client list includes

Octopus Energy Generation
Denham Capital
CrossBoundary
SALT
BasiGo
Globeleq
Octopus Energy Generation
Denham Capital
CrossBoundary
SALT
BasiGo
Globeleq
Writing

Writing

Published articles and opinion pieces on energy, investment, and the transition.

Local government could also do more to help with the cost of living
The Guardian

Local government could also do more to help with the cost of living

31 May 2026
Speeding Up Grid Connections to Lower Bills and Deliver Growth
Centre for British Progress

Speeding Up Grid Connections to Lower Bills and Deliver Growth

8 April 2026
What local government can learn from the demise of Zipcar
LCEF

What local government can learn from the demise of Zipcar

3 March 2026
Offshore wind is protecting us from price shocks – not cutting energy bills
LabourList

Offshore wind is protecting us from price shocks – not cutting energy bills

22 January 2026
Labour must offer pride, not just employment, to former coal communities
LabourList

Labour must offer pride, not just employment, to former coal communities

1 November 2025
Cut to the quick - the government must invest more in short-term solutions to our energy crisis
The Fabian Society

Cut to the quick - the government must invest more in short-term solutions to our energy crisis

29 October 2025
Clouded Thinking on Business Class Passengers
The Financial Times

Clouded Thinking on Business Class Passengers

2 May 2025
Let Solar Shine
The Economist

Let Solar Shine

4 July 2024
The Economist Letters: A Strict Immigration Policy
The Economist

The Economist Letters: A Strict Immigration Policy

7 May 2022
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Subscribe to Slow Burn for regular updates

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On Stage &
On Air

Past Events

Mining Remediation Authority Board Presentation

Mining Remediation Authority Board Presentation

London, UK · 27 May 2026
Coal Powers On: Why we still use it and can we stop?

Coal Powers On: Why we still use it and can we stop?

Camden Town Brewery Beer Hall · 25 May 2026
CAPE Conference: The Energy Transition & Why Climate Education Matters

CAPE Conference: The Energy Transition & Why Climate Education Matters

Society of Chemical Industry (SCI), London · 21 May 2026
Innovation Zero: Accelerating the Future of Cleantech

Innovation Zero: Accelerating the Future of Cleantech

Olympia London · 29 April 2026
Divested Interest: Unlocking Pension Capital for Clean Energy

Divested Interest: Unlocking Pension Capital for Clean Energy

WeWork, 1 Mark Square, London · 29 April 2026
Power Plays Podcast Launch

Power Plays Podcast Launch

Octopus HQ, London, UK · 2026
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Want me to speak to your organisation? Get in touch

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Podcast

Join us — Dr Charlotte Kirk and Lucy Shaw — as we dive into the tech, finance and politics powering the energy transition each week.

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Featured: Live Launch Episode

Latest Episodes

14

Trump's trip to China on rare earths, electricity market reforms in the US, and the evolving Chinese EV market

Rare-earths leverage from Trump's China trip, US electricity-market reform proposals, and where China's EV market is heading next.

May 14, 2026 · 43 min
13

The Renewable Grid: DERs, VPPs, the Grid Edge, plus the UK's Cost Reduction Policies

Distributed energy resources, virtual power plants, and the UK's cost-reduction agenda for a renewable-led grid.

May 3, 2026 · 43 min
12

Heavy Industry & the Energy Transition: Mining Inputs to Green Iron & Steel

Coal demand data, rising mining costs, green steel financing, and how geopolitics shapes industrial investment decisions.

Apr 26, 2026 · 37 min
11

Batteries: Peak Energy's Sodium-Ion, Zenobē's Electric Trucking, Ascend's Recycling Bankruptcy

Peak Energy's sodium-ion commercialisation, Zenobē's electric trucking play, and Ascend Elements' recycling bankruptcy.

Apr 15, 2026 · 42 min

New episodes every week

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The book

Slow Burn: Why We Can't Quit Coal

Slow Burn: Why We Can't Quit Coal by Lucy Shaw

How do you break addiction? The first step is admitting you have a problem. The world’s coal addiction costs 2.5 million lives each year from disease, adds billions of dollars to energy bills, and is the single largest contributor to climate change. From the pit worker at the coal face, to the person ordering cheap Chinese products on Amazon, we are all complicit in this health and environmental disaster. Many believe coal is a relic of a bygone era, yet in 2025 the world burned more than ever before. The question is, can we stop?

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Subscribe to Slow Burn

Lucy unpacks the progress and pitfalls of the energy transition - investment, politics, and power in the UK and globally. Subscribe to receive weekly long-read analysis direct to your inbox.

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Lucy Shaw
Lucy Shaw

Energy expert: investor, writer, convenor, speaker

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