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Explosion Proof Forklifts and ATEX Materials Handling

Zones 1, 2, 21 & 22the areas most sites actually need equipment for
Category 2 or 3the equipment rating those zones call for
DSEAR 2002puts the zoning duty on the employer, not the supplier
Eightdepots, with our own engineers
Explosion protected forklift truck for use in a hazardous area

What “explosion proof” actually means

There is no such thing as a forklift that cannot be blown up. What the industry means by an explosion proof forklift is a truck that has been engineered so that it cannot become the source of ignition in an atmosphere that is already capable of exploding. The correct term is explosion protected, or Ex rated, and the distinction matters when you are specifying one.

A standard truck offers a long list of ignition sources: the starter motor and alternator, switchgear and contactors, the exhaust and engine surfaces on a diesel or LPG machine, static discharge, and friction sparks from forks, wheels or a dropped load. Protection works by removing or containing every one of them while leaving the machine usable.

Equipment sold for use in an explosive atmosphere in Great Britain is governed by the Equipment and Protective Systems Intended for Use in Potentially Explosive Atmospheres Regulations 2016. Those regulations implement EU Directive 2014/34/EU, which came into force on 20 April 2016 and replaced the older Directive 94/9/EC.

Machines placed on the GB market must be UKCA or CE marked, carry a Declaration of Conformity and come with instructions in English. Northern Ireland works to the 2017 regulations and continues to follow 2014/34/EU.

If a quotation or a data sheet still cites ATEX 94/9/EC, it is quoting a directive that was repealed a decade ago. That on its own does not make the equipment unsafe, but it is a reasonable prompt to ask when the certification was last reviewed.

DSEAR: the duty is yours, not the truck’s

The regulations above govern the equipment. The duty that governs your site is the Dangerous Substances and Explosive Atmospheres Regulations 2002, usually shortened to DSEAR.

DSEAR requires an employer to assess the risk from dangerous substances, to eliminate or control it, and, where an explosive atmosphere may occur, to classify the place into zones. That classification is the employer’s responsibility.

No equipment supplier can classify your site for you, and no truck specification is meaningful until it has been done.

This is the single most common reason an enquiry for an Ex rated truck stalls. The buyer knows they have a problem and does not yet have a zone. Until the area is classified, nobody can tell you which category of equipment you need, and any price you are given is a guess.

The HSE publishes its own guidance on ATEX and explosive atmospheres. One practical point worth knowing: equipment already in use before July 2003 may continue in use indefinitely, provided a risk assessment shows it is safe to do so. An older protected truck on site is not automatically non-compliant.

Zones and equipment categories, in plain terms

Zones describe how often an explosive atmosphere is present. Gases, vapours and mists use zones 0, 1 and 2. Dusts use zones 20, 21 and 22. The two run in parallel.

  • Zone 0 and zone 20: an explosive atmosphere is present continuously, for long periods, or frequently. The inside of a solvent tank, or the inside of a powder silo.
  • Zone 1 and zone 21: likely to occur in normal operation, but only occasionally. A paint mixing room, a solvent decanting bay, a flour handling area around a tipping point.
  • Zone 2 and zone 22: not likely in normal operation, and only for a short period if it does happen. Much of the floor area of a warehouse holding sealed drums of solvent, or a general dust environment away from the emission source.

Equipment is then rated by category, and the category has to match the zone:

Gas zone Dust zone How often an explosive atmosphere is present Equipment category needed
Zone 0 Zone 20 Continuously, for long periods, or frequently Category 1 (1G / 1D)
Zone 1 Zone 21 Likely in normal operation, but only occasionally Category 2 (2G / 2D), or category 1
Zone 2 Zone 22 Not likely in normal operation, and only briefly Category 3 (3G / 3D), or category 1 or 2

A G suffix means gas, vapour or mist. A D suffix means dust.

So a truck marked II 2G is Group II equipment, category 2, for gas: a zone 1 forklift. A truck marked II 3D is category 3 for dust, which covers zone 22 only.

Group I is mining equipment and does not apply to surface industry; almost everything in materials handling is Group II.

In practice, most sites that need protected materials handling are working in zone 1, zone 2, zone 21 or zone 22. Category 1 trucks for zone 0 or 20 are rare, because a machine is very seldom driven into a continuously explosive atmosphere.

The industries this applies to

If your process produces flammable gas, vapour or combustible dust, you are likely to have a zoned area somewhere, even if the truck only enters it briefly.

  • Chemical and petrochemical: solvent handling, decanting, drum and IBC storage, tank farms.
  • Paint, coatings, inks and adhesives: mixing rooms, solvent stores, spray areas.
  • Pharmaceutical and fine chemicals: solvent based processes, active powder handling.
  • Distilleries, breweries and spirits: bonded warehouses, cask filling and vatting halls.
  • Food production: flour, sugar, starch, custard powder, milk powder and other combustible dusts.
  • Grain, animal feed and agriculture: intake pits, silos, bagging lines.
  • Waste, recycling and biomass: refuse derived fuel, wood chip, landfill gas, battery processing.
  • Woodworking and joinery: sanding and machining dust.
  • Fuel, oil and aerosol: terminals, filling and packing lines.
  • Printing: solvent based inks and washes.

Battery charging areas are worth a separate mention. Lead acid batteries give off hydrogen while charging, which is why charging bays are ventilated and are sometimes zoned in their own right. If you are reviewing your charging area, our battery supply and regeneration page covers the equipment side.

Tell us the zone, the substance and the duty, and we will come back with a specification rather than a guess.

Explosion protected materials handling equipment working in a hazardous atmosphere

What changes on an explosion protected truck

Protection is engineered onto a specific base machine for a specific zone. The work is not cosmetic, and it is the reason a protected truck costs and weighs more than the standard model it started as.

  • Electrical enclosure: motors, switchgear, contactors and instrumentation are encapsulated, flameproof or pressurised so an internal arc cannot reach the atmosphere.
  • Surface temperature control: hot surfaces are insulated, shielded or monitored so nothing exceeds the ignition temperature of the substance present. This is what the temperature class on the certificate describes.
  • Engine protection on diesel machines: inlet shut off valves, exhaust cooling and spark arrest, and shutdown on overtemperature.
  • Spark resistant materials: forks, wheels, mast components and anything liable to friction or impact contact are specified so that a strike does not produce an incendive spark.
  • Static control: conductive tyres and bonding so charge cannot accumulate and discharge.
  • Gas detection and automatic shutdown: on many category 2 machines, a detection system shuts the truck down and alarms if the atmosphere reaches a set percentage of the lower explosive limit.

The aim throughout is to remove the ignition risk while keeping the original ergonomics, capacity and performance of the machine, so the operator works normally.

What Acclaim can do

Acclaim Handling has supplied and maintained materials handling equipment since 1982, from eight depots with our own engineers. On explosion protection specifically, we work with specialist explosion protection engineering companies who carry out the protection work itself. We are not the certifying body for the conversion, and we would rather say so than imply otherwise.

Where we can help:

  • Specifying and sourcing the base machine. The protected truck starts life as a standard one, and choosing the right model, capacity, mast and power source is the part we do every day. We supply counterbalance forklifts, reach trucks and powered pallet trucks, and we have been the UK distributor for STILL since 1982.
  • Putting you in front of the right protection specialist for your zone, substance and duty cycle, rather than you starting from a search engine.
  • Thorough examinations. A protected truck is still lifting equipment, so LOLER applies exactly as it does to any other forklift. See LOLER regulations and thorough examinations.
  • Routine servicing, repairs and parts on the materials handling side of the machine, through forklift servicing, repairs and parts.
  • Fleet management, so certification dates and service intervals across a mixed fleet are tracked in one place rather than in a spreadsheet. See fleet management.
  • Hire and short term cover for the standard part of your fleet while a protected machine is away, through forklift hire.

Anything touching the explosion protection system itself, including its periodic inspection and any repair to a protected component, belongs with the company that certified it. We will tell you when that is the case.

Keeping a protected truck compliant

Two separate regimes run alongside each other on the same machine, and they are commonly confused.

The LOLER thorough examination covers the lifting function: forks, carriage, chains, mast and hydraulics. For a standard counterbalance truck that is at least every 12 months, and 6 months where the machine lifts people. That is the same for a protected truck as for any other, and it is covered on our thorough examinations page.

The Ex inspection is a different thing entirely. Explosion protected installations are subject to periodic inspection to confirm the protection concept is still intact: enclosure integrity, seals, cable glands, earthing and bonding, and the gas detection system where one is fitted. This is carried out by someone competent in explosion protection, to a defined scheme, and neither examination substitutes for the other.

Our health, safety and compliance page covers the wider picture of what a site is expected to hold.

Before you ask for a price

Three pieces of information turn an explosion protection enquiry from a conversation into a specification. If you have them to hand, the first call is much shorter.

  • The zone. Zone 1, 2, 21 or 22, from your DSEAR hazardous area classification, and whether the truck works in it continuously or only passes through.
  • The substance. Which gas, vapour or dust, because that fixes the gas group and the temperature class the equipment has to meet.
  • The duty. Capacity, lift height, hours per shift, indoor or outdoor, and whether it needs to work in a non-zoned area as well.

If you do not yet have a hazardous area classification, say so. It is a normal place to be starting from, and it changes the order in which things need to happen rather than stopping the conversation.

Tell us the zone, the substance and the duty, and we will come back with a specification rather than a guess.

Explosion protection: common questions

A truck engineered so that it cannot become a source of ignition in an atmosphere that is already capable of exploding. Explosion protected, or Ex rated, is the more accurate term. Ignition sources such as the starter and alternator, switchgear, hot engine and exhaust surfaces, static and friction sparks are removed, enclosed or monitored, while the capacity, mast and ergonomics of the original machine are kept.

They apply to different people. DSEAR 2002 is the duty on you as an employer: assess the risk from dangerous substances, control it, and classify the place into zones. The equipment rules, in Great Britain the Equipment and Protective Systems Intended for Use in Potentially Explosive Atmospheres Regulations 2016, apply to whoever places the equipment on the market. In short, DSEAR tells you which zone you have, and the equipment rules tell you what may be used in it.

You do, through the hazardous area classification in your DSEAR risk assessment. Zones 0, 1 and 2 cover gases, vapours and mists; zones 20, 21 and 22 cover dusts. No equipment supplier can classify your site for you, and no truck can be specified until it has been done. If you do not have a classification yet, that is a normal starting point; it simply changes the order in which things happen.

Category 2 equipment is required for zone 1 and zone 21, and may also be used in zone 2 and 22. Category 3 is for zone 2 and zone 22 only. Category 1 is for zone 0 and zone 20. A G suffix means gas, vapour or mist and a D suffix means dust, so a zone 1 gas application calls for a truck marked II 2G. Materials handling equipment is Group II; Group I is mining.

Yes. It is still lifting equipment, so LOLER applies exactly as it does to any other forklift: at least every 12 months for a standard counterbalance truck, and at least every 6 months where the machine lifts people. That is separate from, and does not replace, the periodic inspection of the explosion protection itself, which is carried out by someone competent in explosion protection.

Possibly. Equipment already in use before July 2003 may continue in use indefinitely, provided a risk assessment shows it is safe to do so, so an older machine is not automatically non-compliant. What does need checking is that the protection concept is still intact and that the certification matches the zone and substance the truck is actually working in today, which may have changed since it was specified.

Both can be protected and both are used in zoned areas. A diesel machine carries its own fuel and produces high engine and exhaust temperatures, so protection involves inlet shut off, exhaust cooling and spark arrest as well as the electrical work. An electric machine has no combustion to manage but the traction and pump motors, controller and battery all have to be enclosed, and the charging area may itself be zoned because of hydrogen. The right answer depends on the zone, the substance, the duty cycle and where the machine is charged or refuelled.

There is no list price, because the protection is engineered onto a specific base machine for a specific zone, substance and temperature class. The base truck, the category required and the amount of protection work all move the figure, and a category 2 machine with gas detection is a different proposition from a category 3 one. Tell us the zone, the substance and the duty and we will come back with a specification and a price rather than a guess.

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