Árpád Veress - ExProfessional

All about explosion protection

Machinery Directive is changing…

Published: 22/01/2026

#Ex documentation#Ex personnel competency#excompliance

Machinery Directive is changing…

Machinery Directive is changing...

Directive 2006/42 goes to Regulation 2023/1320 from 20.01.2027 with immediate effect…

Directive - 2006/42 - EN - Machinery Directive - EUR-Lex

1.5.7.   Explosion

Machinery must be designed and constructed in such a way as to avoid any risk of explosion posed by the machinery itself or by gases, liquids, dust, vapours or other substances produced or used by the machinery.

Machinery must comply, as far as the risk of explosion due to its use in a potentially explosive atmosphere is concerned, with the provisions of the specific Community Directives.

Regulation - 2023/1230 - EN - EUR-Lex

1.5.7.   Explosion

Machinery or related products shall be designed and constructed in such a way as to avoid any risk of explosion presented by the machinery or related product itself or by gases, liquids, dust, vapours or other substances produced or used by the machinery or related product.

Machinery or related products shall comply, as far as the risk of explosion due to its use in a potentially explosive atmosphere is concerned, with the provisions of the specific Union harmonisation legislation.

So the Assessment

Aspect

2006/42/EC – Machinery Directive

(EU) 2023/1230 – Machinery Regulation

Change

Legal form

Directive

Regulation

Major (direct applicability)

Annex

Annex I – Essential Health and Safety Requirements (EHSR)

Annex III – Essential Health and Safety Requirements

Renumbered annex

Explosion clause

1.5.7 Explosion

1.5.7 Explosion

Numbering remained

Section title

Explosion

Explosion

No change

Key point:

The explosion requirement keeps the same internal numbering (1.5.7), deliberately preserving continuity for manufacturers, notified bodies, and compliance engineers.

Textual comparison – clause by clause

First sentence (risk of explosion)

2006/42/EC

(EU) 2023/1230

Assessment

"Machinery must be designed and constructed…"

"Machinery or related products shall be designed and constructed…"

Scope expanded

"…risk of explosion posed by the machinery itself…"

"…risk of explosion presented by the machinery or related product itself…"

Editorial + scope

"…or by gases, liquids, dust, vapours or other substances produced or used by the machinery."

Same wording, extended to "related product"

No technical change

Engineering meaning

  • Explosion protection against internal sources (hot surfaces, sparks, friction, static, reactions) remains mandatory
  • Dust, vapours, gases still explicitly covered
  • No relaxation or simplification

Second sentence (use in potentially explosive atmosphere)

2006/42/EC

(EU) 2023/1230

Assessment

"specific Community Directives"

"specific Union harmonisation legislation"

Legal modernisation

"due to its use in a potentially explosive atmosphere"

Same wording

No change

Engineering meaning

  • Machinery used in Ex zones must comply with ATEX/other Ex legislation
  • Machinery Regulation does NOT replace ATEX
  • Confirms dual compliance obligation

Terminology evolution – why it matters

Community → Union harmonisation legislation

Old term

New term

Practical consequence

Community Directives

Union harmonisation legislation

Covers Regulations + Directives

ATEX Directive 94/9/EC

ATEX Directive 2014/34/EU

Explicitly included

Future Ex regulations

Automatically included

Future-proofing

The Regulation anticipates future ATEX-like legislation without needing amendment.

Scope expansion: "machinery OR related products"

This is one of the most important changes. What are "related products"?

  • Safety components
  • Interchangeable equipment
  • Digital / control elements affecting ignition risk
  • Accessories influencing explosive behaviour

Explosion protection impact

  • Explosion risk assessment now explicitly applies beyond classic "machines".
  • Avoids gaps where parts that could cause ignition were previously not assessed for Ex risks
  • Aligns with modern modular machinery design.

Compliance logic – unchanged but reinforced

Few point that remains exactly the same: Machinery must not create an explosion risk itself. If used in a potentially explosive atmosphere, ATEX Directive applies with immediate effect. Machinery Regulation does NOT grant ATEX compliance.

BUT reinforced for legal clarity, broader scope, direct enforceability (no national transposition).

Practical Ex-engineering interpretation

Topic

2006/42/EC

(EU) 2023/1230

Internal explosion risk

Mandatory

Mandatory

External Ex atmosphere

ATEX required

ATEX required

Dust ignition

Explicit

Explicit

Static electricity

Implicit

Implicit

Hybrid machinery

Grey area

Clearly included

Legal enforceability

National transposition

Directly applicable EU-wide

One-sentence executive conclusion

The explosion protection requirement (1.5.7) remains technically unchanged, but the Machinery Regulation (EU) 2023/1230 strengthens it legally by expanding scope, modernising references, and ensuring direct, uniform enforcement—while fully preserving the ATEX interface.

Manufacturer vs End-User Responsibility Matrix

Explosion Protection (Machinery Context)

Design & Engineering Phase

Topic

Manufacturer

End-User

Explosion risk generated by machinery itself

Full responsibility

None

Identification of ignition sources (hot surfaces, sparks, friction, static, reactions)

Mandatory

None

Dust, gas, vapour generation by machinery

Must be assessed and controlled

None

Internal explosion prevention measures

Mandatory

None

Selection of suitable materials to avoid ignition

Mandatory

None

Machinery risk assessment (Machinery Reg.)

Mandatory

None

Definition of limits of use

Mandatory

None

Key rule: The manufacturer is responsible for all explosion risks originating from the machinery itself, regardless of where it is installed.

Use in Potentially Explosive Atmospheres

Topic

Manufacturer

End-User

Declaring whether machinery is intended for Ex use

Mandatory

None

ATEX equipment compliance (if intended for Ex zones)

Mandatory

None

ATEX marking (II 2G, II 3D, etc.)

Mandatory

None

Equipment Protection Level (EPL) definition

Mandatory

None

Installation environment definition (zones)

None

Mandatory

Zone classification (0/1/2 – 20/21/22)

None

Mandatory

Matching machinery category to zone

Advisory only

Mandatory

Key rule: ATEX applies only when machinery is intended for Ex atmospheres, but zone definition is always the end-user's duty.

Documentation & Information

Topic

Manufacturer

End-User

Explosion-related design assumptions

Must be documented

None

Residual explosion risks

Must be declared

Must consider

Instructions for safe installation

Mandatory

Must follow

Instructions for operation & maintenance

Mandatory

Must follow

Limits of use (non-Ex / Ex restrictions)

Mandatory

Must respect

Declaration of Conformity

Mandatory

None

Explosion Protection Document (EPD)

None

Mandatory

Installation & Commissioning

Topic

Manufacturer

End-User

Correct installation concept

Must define

None

Installation according to Ex rules

Advisory

Mandatory

Grounding / bonding implementation

Advisory

Mandatory

Verification before first use

None

Mandatory

Compliance with ATEX 1999/92/EC

None

Mandatory

Important: Even ATEX-certified machinery can become non-compliant if installed incorrectly.

Operation, Maintenance & Modifications

Topic

Manufacturer

End-User

Safe operation concept

Must define

Must implement

Maintenance intervals

Must specify

Must perform

Spare parts specification

Must define

None

Use of non-original parts

No responsibility

Full responsibility

Modifications / upgrades

No responsibility

Full responsibility

Re-assessment after modification

None

Mandatory

Maintaining ATEX integrity

None

Mandatory

Golden rule:

The moment the end-user modifies the machinery, they assume manufacturer-level responsibility for explosion risks.

Legal Liability Summary

Scenario

Responsible Party

Explosion caused by machinery design flaw

Manufacturer

Explosion caused by incorrect zone classification

End-User

Explosion due to misuse outside defined limits

End-User

Explosion due to missing ATEX certification

Manufacturer

Explosion after unauthorized modification

End-User

Explosion due to missing EPD

End-User

Executive One-Line Rule

The manufacturer controls explosion risks created by the machine; the end-user controls explosion risks created by the environment and its operation.

Keep up the good work!

Arpad
veress@exprofessional.com

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