The ATEX Directives are designed to improve safety in industrial areas at risk of explosion. Particularly in areas where flammable gases, vapors, or dusts may be present, appropriate protective measures are intended to minimize the risk of explosions and thus protect both people and equipment from potential damage and consequences.
Different safety requirements apply to potentially explosive atmospheres depending on the region. In the European Union, ATEX serves as the mandatory basis for the use of products and equipment in hazardous areas. In the U.S. market, however, the requirements are based on the standards set by UL (Underwriters Laboratories) and the National Electrical Code (NEC).
To be able to market products in both Europe and the United States, many manufacturers seek the appropriate certifications for both markets.
ATEX refers to European standards for explosion protection. These standards define requirements for equipment, machinery, and protective systems used in potentially explosive atmospheres. An ATEX marking indicates that a product meets the requirements applicable to its intended use.
The term ATEX is derived from the French“ATmosphères EXplosibles”and means “explosive atmospheres.” The goal of these regulations is to reduce the risk of explosions in industrial environments. This is achieved through, among other things, technical protective measures, the classification of potentially explosive areas into zones, and established conformity assessment procedures.
Flammable gases, vapors, or dusts can be generated in numerous industrial and commercial settings. If these substances come into contact with an ignition source at a certain concentration, there is a risk of explosion. Typical examples include painting operations, processes in the chemical industry, wood processing, and grain milling.
The goal of explosion protection is therefore to prevent the formation of explosive atmospheres as much as possible, to eliminate effective ignition sources, and to limit the potential effects of an explosion. Within the EU, corresponding ATEX regulations apply to the safety of products and workplaces in potentially explosive atmospheres.
In the context of ATEX, two European directives are particularly relevant:
ATEX Product Directive 2014/34/EU – It defines the requirements for equipment and protective systems intended for use in potentially explosive atmospheres. The focus is on the safety of the products and the people who work with them.
ATEX Framework Directive 1999/92/EC – This directive is intended for employers and sets forth requirements for the protection of workers who may be at risk from explosive atmospheres in the workplace.
The original ATEX Product Directive 94/9/EC was adopted in 1994 and later replaced by Directive 2014/34/EU. The recast brought the directive into line with the European New Legislative Framework (NLF). Among other things, this further harmonized the requirements for placing such products on the market within the European Single Market.
Equipment, machinery, electrical installations, and protective systems intended for use in potentially explosive atmospheres and covered by the ATEX Product Directive 2014/34/EU must meet certain marking requirements. In addition, an EU Declaration of Conformity is required to confirm compliance with the applicable regulations.
The label must include the following information:
A key identifying feature is the Ex symbol, which indicates that the device is intended for use in potentially explosive atmospheres. The ATEX marking also provides important information about a device’s operating conditions and safety features.
This includes, among other things, the equipment group, the equipment category, and information on the type of protection and, if applicable, the temperature class. Based on this information, it is possible to determine for which potentially explosive atmospheres or ATEX zones a piece of equipment is suitable.
This includes, among other things, the equipment group, the equipment category, and information on the type of protection and, if applicable, the temperature class. Based on this information, it is possible to determine for which potentially explosive atmospheres or ATEX zones a piece of equipment is suitable.
ATEX certification plays an important role in explosion protection. It confirms that equipment and protective systems meet the applicable safety requirements of the ATEX Directive and are suitable for their intended use in potentially explosive atmospheres. This is intended to reduce potential explosion risks and protect both people and equipment.
Equipment and protective systems intended for use in potentially explosive atmospheres must comply with the applicable requirements of the ATEX Directive, provided they fall within its scope. This applies in particular to equipment that could constitute a potential ignition source. Explosion protection plays an important role, for example, in the chemical industry, the oil and gas sector, food processing, and the pharmaceutical industry.
However, the ATEX requirements are not limited exclusively to electrical equipment such as control cabinets, motors, or sensors. Mechanical devices, protective systems, and certain components may also be subject to these requirements. Similarly, safety-related control and regulation devices must comply with the relevant specifications if they are necessary for explosion protection.
The specific requirements that apply and whether certification by a notified body is necessary depend, among other things, on the equipment group, the equipment category, and the intended area of use.
To ensure that equipment and protective systems comply with the requirements of the ATEX Directive, they must undergo a specified conformity assessment procedure. The tests and documentation required depend, among other things, on the equipment category and the intended area of use.
The process essentially consists of the following steps:
Step 1 – Risk Assessment and Ignition Source Analysis: First, the manufacturer evaluates potential explosion risks and identifies potential ignition sources. These include, for example, electrical sparks, high surface temperatures, or electrostatic discharges. Based on this, appropriate protective measures are determined.
Step 2 – Testing and Conformity Assessment: Depending on the device group and category, an assessment is conducted by the manufacturer or with the involvement of an independent, notified body. This process verifies whether the product meets the relevant safety requirements.
Step 3 – Preparation of Technical Documentation: The manufacturer compiles all necessary documentation. This includes, among other things, design drawings, technical descriptions, risk assessment results, test reports, and safety instructions.
Step 4 – Issuance of the EU Declaration of Conformity: Once compliance with the applicable requirements has been demonstrated, the manufacturer issues the EU Declaration of Conformity. In doing so, the manufacturer confirms that the product complies with the relevant European regulations.
Step 5 – ATEX Marking: Finally , the product is marked with the required markings. Among other things, these markings provide information about the equipment group, the equipment category, and the intended conditions of use in potentially explosive atmospheres.
To ensure effective explosion protection, potentially explosive atmospheres are classified according to established criteria. This classification helps assess potential hazards and select appropriate equipment and protective measures. Of particular importance here are the classification into Ex zones, the explosion groups, and the equipment groups and categories. They provide information about the respective hazards and the requirements for the equipment used.
The ATEX Directive distinguishes between different equipment groups and categories to determine for which potentially explosive atmospheres and safety requirements a piece of equipment is suitable.
A distinction is made between two groups of devices:
ATEX Equipment Group I: This group includes equipment intended for use in mines and associated facilities where there are hazards posed by mine gas or combustible dusts.
ATEX Equipment Group II: This group includes equipment for potentially explosive atmospheres outside the mining industry. Typical areas of application include the chemical industry, the oil and gas sector, and the food and pharmaceutical industries.
In addition, equipment is classified into categories that determine the required level of protection. This level is based on the operating conditions and the likelihood that an explosive atmosphere may occur.
Categories M1 and M2 apply to Device Group I, while devices in Group II are assigned to categories 1, 2, or 3.
Category 1 equipment must provide a very high level of protection and is intended for areas with a particularly high risk of explosion. Category 2 offers a high level of protection, while Category 3 is designed for areas where an explosive atmosphere occurs only rarely and for short periods during normal operation.
Explosion protection plays an important role in control cabinet construction, especially when electrical systems are used in potentially explosive atmospheres. The ATEX Directive establishes mandatory safety requirements within the European Union designed to minimize the risk of explosions caused by electrical equipment. Manufacturers must therefore ensure that both the components used and the entire control cabinet solution comply with the applicable requirements.
For the U.S. market, however, the requirements of the National Electrical Code (NEC) and the corresponding UL standards apply. UL 1203 plays an important role in this context, as it defines the requirements for explosion-proof and dust-proof electrical equipment for certain hazardous locations.
Although ATEX and UL 1203 are different sets of regulations, they both share the same goal: to ensure the safe operation of electrical systems in potentially explosive atmospheres and to protect people and equipment from explosion hazards.
With the NEC 505, a zoning system was introduced in the United States to supplement the existing Class/Division system; this system is based on the international explosion protection concept. Similar to ATEX, areas at risk of explosion are classified based on the frequency and duration of the presence of an explosive atmosphere.
In addition to the specific zoning requirements, the applicable safety requirements are particularly crucial for control cabinet construction. UL 1203 plays an important role in this regard, as it specifies requirements for explosion-proof and dust-proof electrical equipment intended for use in certain potentially explosive atmospheres.
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