Highlights

• Lund University study reveals 94% of Swedish metal recyclers had elevated levels of at least six hazardous metals.
• 66% of metal recyclers use no respiratory protection, despite dust and lead exceeding safety limits.
• While risks of lead and arsenic are well-established, chronic low-level REE exposure is largely unstudied.
• Regulatory uncertainty due to unstudied REE exposure could impact circular economy investments.
• Poor safety practices at recycling facilities may trigger tighter occupational regulations.
• Higher ESG compliance costs and reputational risks for companies sourcing recycled critical metals could result from poor safety practices.

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A new study (opens in a new tab) from Lund University should give rare earth and critical metals investors a pause. Investigators surveyed 13 Swedish metal and e-waste recyclers and 139 workers—and found widespread exposure to hazardous metals, including lead, arsenic, antimony, and several rare earth elements (REEs), via inhaled dust and contaminated air.

This is not an anti-recycling manifesto. It is a reminder that the “green transition” still produces very old-fashioned industrial hazards—and that poorly managed recycling can become the next regulatory chokepoint in the rare earth supply chain.

Dust, Masks, and Missed Basics

Researchers found that inhalable dust levels exceeded Sweden’s 5 mg/m³ limit in 14% of workers, and that airborne lead exceeded thresholds in 9%. Certain tasks—sorting, processing, maintenance, and cleaning—pushed arsenic, copper, cadmium, and antimony over permitted limits.

Biological samples showed the deeper problem:

• 94% of workers had elevated levels of at least six metals versus controls
• 19% had elevated levels of more than ten metals
• Elevated metals included rare earth elements, for which no occupational exposure limits yet exist.

Perhaps most damning: 66% of workers used no respiratory protection, and only 9% of mask users wore them correctly. That is not a complex policy issue—it’s a basic safety culture failure.

What’s Solid, What’s Speculative?

From a rare earth supply-chain perspective, the article’s facts are narrow but credible: it documents exposure, not disease. The lead and arsenic risks are well-established; the health impact of chronic low-level REE inhalation remains largely unknown, and the researchers are transparent about that uncertainty.

There is no evidence of scaremongering here—if anything, the language is cautious. The speculative element is implicit: that rare earth exposure may carry serious long-term health effects. That is a hypothesis, not a proven outcome, but it is precisely the kind of signal regulators notice.

Why This Matters for Rare Earth Investors

If recycling workers in a high-regulation country like Sweden are misusing masks and sweeping toxic dust with compressed air, imagine the conditions at less-regulated scrap yards in emerging markets.

For the rare earth sector, this study points to three looming pressures:

1. Tighter occupational rules on REE dust in recycling and magnet plants
2. Higher ESG and compliance costs for “green” recycled content
3. Potential reputational risk if circular-economy metals are linked to worker harm

The message is simple: “urban mining” is vital—but it is not automatically clean. Good operators will turn this into a competitive advantage; laggards may find regulators, insurers, and OEMs closing doors.

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