Electrification Programs Rapidly Expand Lithium-Ion Demand
Fleet operators across major narrow-aisle electrification programs are increasingly specifying lithium-ion fork over stackers rather than relying on manual push configurations, since lithium-ion platforms eliminate the single-shift throughput risk that manual push configurations still carry across multi-shift distribution applications. This shift is reshaping manufacturer product roadmaps, since lithium-ion platforms require more sophisticated battery management and charging infrastructure engineering than manual push designs ever needed. Lithium-ion platforms now account for an estimated 16 percent of new unit purchases completed across the industry to date. Suppliers lagging this shift risk losing the largest fleet contracts entirely.
Market Impact: 1.4x faster growth from electrification-driven orders








