加速前进：当前储能系统（BESS）的普及速度如何重塑风险格局.pdf

1、 Zurich ZurichCharging Ahead:How the Current Pace of BESS Adoption is Reshaping the Risk LandscapeHimmat Sohal Sustainable Energy Risk EngineerFebruary 2026 ZurichRisk Integration 2BESS RiskSupply ChainClimate ChangeRegulation&ComplianceAIFire SafetyM&A ZurichThe Changing Risk LandscapeBESS Risk Fir

2、e SafetyStandards&RegulationAI&CyberSupply ChainClimate ChangeM&A ZurichFire Safety Thermal runaway remains the primary focus for BESS safetyImprovements:off-gas detection,enhanced protection,better spacing,large scale fire testingHigher energy density per containerNew container spacing and stacking

3、 layouts to increase capacity on site5123456PreventionDetectionEvacuation/IsolationCompartmentalizationSuppressionDamage Mitigation ZurichStandards and Regulation6UL 9540(and UL 9540A)Underwriters Laboratoriesstandards from the US,now used globally.UL 9540(first issued 2016)is a safety certification

4、 for entire ESS units2018NFPA 855:Issued by the U.S.National Fire Protection Association,NFPA 855(2020)was the first comprehensive fire/safety code for BESS installations.2020IEC&EN Standards:The International Electrotechnical Commission has developed the IEC 62933 series specifically for grid energ

5、y storage systems,covering terminology,parameters,safety,and environmental aspects.2020EU 2023/1542.imposes obligations on economic operators for the safety and sustainability of industrial batteries that BESS facilities rely upon.2023Energy Storage Europe and research bodies have issued reports on

6、BESS fire prevention and risk management.2025 ZurichAI&CyberImmature AI integration increases the risk of manufacturing defects.Most BESS sites operate remotely Potential physical damage through manipulation7 ZurichSupply ChainCritical mineral demand up 20 x by 2040Rising production&geopolitical dep