The Truth About Battery Fires - Gore Street Capital

How dangerous are battery storage fires, really? Despite the headlines, grid-scale battery fire failure rates have fallen 99% since 2018 - from around 4 incidents per gigawatt hour to under 0.1. Even as global deployment scaled into the tens of gigawatt hours. Most people still picture a whole site going up in flames. The engineering tells a very different story. Dan Sherlock-Burke, Director of Asset Management at Gore Street Capital, joins Ed Porter for a technical look at how battery fire safety actually works - from the Moss Landing fire that shaped public perception, to the data that can flag a failing module weeks before it fails. He explains what really happens minute-by-minute when a cell enters thermal runaway, why most BESS fires trace back to operations rather than faulty cells, and why fire suppression isn't always the safeguard it appears to be. They cover: Battery fire propagation: why "let it burn" is increasingly viable, and how modern container design has made fires spreading across a site vanishingly rare BESS fire statistics: how EPRI's failure incident database shows a fall from around 4 incidents per gigawatt hour in 2018 to under 0.1 today, a 99% reduction What causes battery fires: why only ~11% start with a faulty cell, while ~65% trace back to operations and integration LFP vs NMC battery chemistry: lower combustion temperatures, no self-supplied oxygen, and why lithium iron phosphate still isn't "inherently safe" Battery fire suppression: the contrarian case for why the wrong system can turn a fire into an explosion Ask Ko, Modo Energy's AI analyst, about battery storage safety and fire risk: https://modoenergy.com/sign-up?utm_so... Read the companion article: https://modoenergy.com/transmission-p... You can watch or listen to new episodes every Tuesday. Transmission is a Modo Energy production. Your host is Ed Porter - Director EMEA & APAC at Modo Energy. 0:00 - What everyone gets wrong about battery fires 2:42 - Battery fire propagation and site design 4:04 - Moss Landing fire: what actually happened 7:04 - LFP vs NMC battery chemistry explained 9:04 - Why lithium iron phosphate isn't "inherently safe" 13:08 - Using data to catch thermal runaway early 15:53 - EPRI's battery failure incident database 16:27 - How battery fire rates fell 99% since 2018 18:58 - What causes battery fires: the 11% vs 65% split 23:26 - Why most battery fires go unreported 28:01 - Inside thermal runaway, minute by minute 34:44 - Fire suppression and the explosion risk 39:09 - The Liverpool battery fire 41:11 - Rethinking battery fire suppression 🔔 Subscribe for more energy market analysis: / @modoenergy 🔗 Follow Modo Energy: → LinkedIn: linkedin.com/company/modo-energy → Twitter/X: x.com/modoenergy