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.

Subscribe to Slow Burn

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.

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

Upcoming

Coal Powers On: Why we still use it and can we stop?
25 May
Pub Talk

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

Camden Town Brewery Beer Hall25 May 2026 · From 19:00
Unlocking Grid Capacity: Flexibility as the Fastest Path to Connection
26 May
Invitation Only

Unlocking Grid Capacity: Flexibility as the Fastest Path to Connection

Edinburgh26 May 2026

Past Events

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
E-FWD Interview 2026

E-FWD Interview 2026

London, UK · 2026
SALT London 2025

SALT London 2025

London, UK · 2025
AusIMM Australia Mining Week

AusIMM Australia Mining Week

London, UK · 2025
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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.

Spotify ↗Apple ↗

Listen Now

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
10

Decarbonising Iron & Steel, Low-Carbon Cement, US Offshore Wind & UK Turbine Manufacturing

The path to green steel and cement, plus why US offshore wind is stalling and UK turbine factories face setbacks.

Apr 2, 2026 · 40 min
09

Over-hyped, Under-hyped or Hyped Just Right? Power Plays Live at Octopus HQ

Live at Octopus Energy HQ — audience votes on geothermal, balcony solar, V2G, coal phase-out, copper supply, and critical minerals geopolitics.

Mar 27, 2026 · 38 min
08

Secondary Energy Commodities: Refined Fuels, Fertilizers, Helium & Sulphur

How the Middle East conflict extends beyond energy into refined fuels, fertilizers, helium supply chains, and UK resilience strategies.

Mar 20, 2026 · 50 min
07

Energy Geopolitics: Global Markets, Trade Exposures & Crisis-Driven Electrification

Energy implications of Middle East conflict — shipping, LNG logistics, foreign exchange pressures, and regional vulnerabilities across Asia, Europe, and the US.

Mar 13, 2026 · 40 min
06

Resilience: Google's Interconnection, Form's LDES & Distributed Batteries

Market reactions to conflict escalation, Google's data-centre power strategy, and the commercialisation of multi-day battery storage.

Mar 6, 2026 · 33 min
05

Modernising the Grid: Solid-State Transformers, Coal for Defence & Space-Based Tech

Transformer innovation, how coal is being co-opted for defence energy security, and space-based solar concepts.

Feb 26, 2026 · 35 min
04

Critical Minerals: Microgrids, Rare Earths, Copper Recycling & European Industrial Policy

Materials availability, microgrid deployment, recycling scale-up, and European industrial investment decisions for iron & steel.

Feb 20, 2026 · 43 min
03

Flexible Energy Tech & the Dark Side of Data Centres Going Off-Grid

Flexible and distributed energy technology, grid reliability through storage and orchestration software, and the risks of data centres disconnecting from the grid.

Feb 20, 2026 · 29 min
02

Geothermal, Fusion & the UK's Warm Homes Plan

Geothermal development, fusion investment, capital flows toward clean firm power, and the UK's household energy policy.

Feb 20, 2026 · 38 min
01

Repricing Electricity: AI Infrastructure & UK Renewables Auctions

How AI and hyperscaler demand reshape electricity procurement and grid constraints — plus how UK renewables auctions actually work.

Feb 19, 2026 · 49 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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