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Analysis · November 2026

Lead in the Polish economyvalue, circularity and security of supply

Poland produces more lead than it consumes – almost entirely from recycling. The closed loop of lead-acid batteries generates EUR 241 million of value added, 4,600 jobs and a EUR 271 million surplus in battery trade.

Base year
2024; trade to 2025
Data as of
31 Oct 2026 (statistics), 4 Nov 2026 (law)
Model
PB-PL v1.0, Monte Carlo 10,000 draws
Report
33 pages, EN

At a glance

241EUR m

of gross value added – the lead chain with its domestic suppliers

4,563persons employed

in the lead chain and its Polish suppliers

76EUR m

a year for public finances (PLN 328 m, excluding VAT)

47kt

of net lead exports in all forms a year

78%

of Polish refined lead is secondary – from batteries, scrap and smelter residues

271EUR m

surplus in lead-acid battery trade in 2024

Central values for 2024. The line under each figure shows the 90% uncertainty band (P5–P95) on a scale from zero. Gross contribution, not net effects.

00

Seven findings

  1. More lead than Poland consumes – from recycling

    Secondary lead accounted for 78% of Polish refined lead output in 2024. Secondary output equals 84% of apparent domestic consumption, and total refined lead output 108%. Poland has practically mined no lead ore since 2020.

  2. EUR 241 million of value added

    The lead chain directly generates EUR 147 million of gross value added, EUR 241 million with domestic suppliers and EUR 283 million with employees’ spending. Battery manufacturing accounts for the largest share, 52%.

  3. 4,600 jobs and high productivity

    About 2,850 people work directly in the chain and about 4,550 including suppliers. Secondary smelting generates about EUR 166 thousand of value added per person employed – roughly twice the average for NACE 24.43. Taxes and contributions amount to about EUR 76 million a year.

  4. A closed battery loop

    About 76 kt of lead was recovered in 2024 from batteries and scrap collected in Poland, and smelters produced 87 kt of secondary lead. A PLN 30 deposit charged when a car battery is bought without returning the old one supports very high collection.

  5. Control over a toxic metal

    The chain’s main environmental service is the controlled treatment of about 117 kt of spent batteries a year: lead returns to production, at least 13 kt of electrolyte is neutralised and 4.7 kt of polypropylene returns to use.

  6. A hub of the European lead loop

    About 62% of refined lead is exported, and about 55% of the lead used by battery makers is imported. Counting lead in all forms, Poland is a net exporter of about 47 kt a year, and the battery trade surplus is EUR 271 million.

  7. The Batteries Regulation as an opportunity

    From 18 August 2031, vehicle batteries and larger industrial batteries must contain at least 85% recycled lead. In the circular battery chain scenario value added rises by about EUR 33 million; relocating part of battery production abroad would cut it by about EUR 41 million.

01

From a spent battery to a new one – four links

The PB-PL model covers collection and trade, secondary smelting, lead recovered in copper and zinc metallurgy, and battery manufacturing. Polish smelters sell lead mainly to battery makers.

P1

Collection and trade

Spent batteries and lead scrap

EUR m GVA
14
employed
615
P2

Secondary smelting

Breaking, smelting, refining and alloys

EUR m GVA
43
employed
261
P3

Lead from Cu and Zn metallurgy

Copper smelter dusts, zinc-lead oxides

EUR m GVA
14
employed
87
P4

Battery manufacturing

Starter, industrial and traction batteries

EUR m GVA
76
employed
1,890

Batteries

vehicles · backup power · defence

+EUR 271 m

battery trade surplus, 2024

Economy

Value added, jobs, taxes

Environment

Control of a hazardous waste stream, emissions

Strategy

Lead supply, battery trade, resilience

Direct gross value added and persons employed by segment, 2024. Battery manufacturing is estimated indirectly – statistical data are confidential.
02

EUR 241 million of value added and 4,600 jobs

Purchases from Polish suppliers – energy, chemicals, transport and services – add EUR 94 million of value added and about 1,710 jobs, and employees’ spending EUR 42 million and about 910 jobs.

  • Direct
  • Supply chain
  • Employees’ spending

Gross value added, EUR m

147+94+42

Persons employed

2,853+1,710+905
SourceDirect, indirect (Type I) and induced (Type II) effects, extended chain P1–P4, 2024. Leontief input–output model on the Eurostat FIGARO 2023 table.

A gross contribution at fixed input–output coefficients, not net jobs; persons employed, not full-time equivalents.

03

Where Polish refined lead comes from

Smelters mainly process spent batteries collected in Poland; lead is also recovered from copper and zinc smelter residues. Domestic output is of the same order as the lead needed for battery production in Poland.

kt Pb, 2024

Refined lead produced in Poland130.6
Apparent lead consumption in Poland120.9
Lead in batteries made in Poland112.0
  • Batteries collected in Poland · 72.0
  • Imported batteries · 6.3
  • Other scrap and waste · 8.7
  • Zinc-lead oxides · 14.8
  • Copper metallurgy · 28.8
SourceRefined lead output 130.6 kt (IGSMiE PAN) by feed source; secondary lead from batteries and scrap 87.0 kt (PB-PL, module M2).
PLN 30deposit charged when a battery is bought without returning the spent one
76.8%battery recycling efficiency in 2023 – above 75% for 2025, target 80% from end-2030
117 ktof spent batteries treated under control every year
04

A safe loop for a toxic metal

A tonne of secondary lead in Europe carries about 0.98 t CO₂e against about 1.82 t for primary lead – 46% less – and 57% less primary energy. The climate benefit is modest; the main environmental value of lead recycling lies in controlling a hazardous waste stream.

Carbon footprint per tonne of lead, t CO₂e

Primary lead (Europe and North America)1.82
Secondary lead (Europe)0.98

−46%

Avoided emissions under variants, kt CO₂e

Baseline – 1:1 substitution70
Substitution 0.843
Substitution 0.51
80% of collected lead57
Secondary lead 0.7 t CO₂e/t (ecoinvent)91
Global averages135
SourceCradle-to-gate footprints: ILA (2018). The variants are structural and not part of the probability band.

What lead recycling really protects

  1. At least 13 kt of electrolyte a year is neutralised – into gypsum at Orzeł Biały – and sulphur from the lead paste goes into sodium sulphate or gypsum.
  2. 4.7 kt of polypropylene from battery cases returns to use as granulate.
  3. Lead emissions to air in Poland fell from 542 t in 1990 to 222 t in 2024; lead and battery production accounts for about 40 t a year.

Uncontrolled battery breaking, still found in some regions of the world, is a documented source of soil contamination and lead poisoning. The benefits depend on meeting BAT emission levels and the new EU occupational exposure limits.

05

Exporter of batteries and lead

Poland is a significant producer and exporter of lead-acid batteries – the largest buyers are Germany, France and Italy. Unwrought lead is imported mainly from EU countries.

Trade balance by product group, EUR m

-1000+100+200+300+400201520202025-16Spent batteriesand scrap+18Unwrought lead+263Lead-acidbatteries
  • Lead-acid batteries
  • Unwrought lead
  • Spent batteries and scrap
Batteries: CN 8507 10 and 8507 20 (including re-exports); unwrought lead: CN 7801; spent batteries and scrap: CN 8549 11 and 7802. Eurostat Comext.
<2≥25 kt

SourcePoland’s trade by country, 2025: exports of lead-acid batteries (CN 8507 10, 8507 20) and imports of unwrought lead (CN 7801). Eurostat Comext.

Largest partners, 2025 · 249 kt

  • DE43.2
  • FR29.1
  • IT28.6
  • SE20.1
  • ES14.0
  • CZ11.2
  • BE10.3
  • UK9.3
84%of apparent consumption covered by secondary lead output; total refined output – 108%
1,831import concentration index HHI for unwrought lead (2024)
62%of refined lead output is exported
EUR 71 mestimated processing margin of secondary smelting a year
06

Where the lead industry operates

Secondary smelters operate in Upper Silesia, lead is recovered from residues in Legnica, Głogów and Miasteczko Śląskie, and batteries are made in Poznań, Bielsko-Biała, Piastów and Chodzież.

  • Secondary smelting
  • Lead from Cu and Zn metallurgy
  • Battery manufacturing
  • Other uses
11 smelters, lead-recovering plants and battery makers. Select a point to see its description.

List of plants

  • Orzeł Biały S.A.Piekary Śląskie · Secondary smeltingBattery breaking; secondary smelting and refining; lead alloysScale: ~100 kt/yr battery scrap; 64.9 kt sold (2024)
  • Baterpol S.A. (Boryszew)Katowice / Świętochłowice · Secondary smeltingBattery breaking; secondary smelting and refining; PP and sodium sulphateScale: ~70 kt/yr battery scrap; 32.8 kt sold (2024)
  • KGHM – HM Legnica (rafineria ołowiu)Legnica · Lead from Cu and Zn metallurgyRefining of lead recovered from copper smeltingScale: 28.8 kt refined lead (2024)
  • KGHM – HM Głogów (wydział ołowiu)Głogów · Lead from Cu and Zn metallurgyCrude lead from copper-smelter dustsScale: feed for Legnica refinery
  • HC Miasteczko Śląskie (Stalprodukt)Miasteczko Śląskie · Lead from Cu and Zn metallurgyISP zinc-lead smelter on secondary oxidesScale: 14.8 kt refined lead (2024)
  • Exide Technologies – PoznańPoznań · Battery manufacturingStarter batteries incl. AGM and EFBScale: n/a
  • EnerSys – Bielsko-BiałaBielsko-Biała · Battery manufacturingTraction and industrial batteriesScale: >2.2 m 2V cells/yr; >900 staff
  • ZAP Sznajder Batterien S.A.Piastów · Battery manufacturingStarter and AGM batteriesScale: ~2 m units/yr with Jenox
  • Jenox AkumulatoryChodzież · Battery manufacturingStarter batteriesScale: see ZAP
  • ZM Silesia – Oława (Boryszew)Oława · Other usesLead oxide (red lead)Scale: 4.1 kt red lead (2024)
  • MESKO S.A. (PGZ)Skarżysko-Kamienna · Other usesSmall-calibre ammunition (lead cores)Scale: 250 m rounds/yr capacity (2025)
07

Milestones 2024–2031

Lead sits at the intersection of three areas of EU law: the Batteries Regulation, chemicals law and worker protection. For Polish smelters the battery rules are largely an opportunity – they create a stable market for secondary lead.

  1. Batteries Regulation (EU) 2023/1542

    Replaces the Batteries Directive; extended producer responsibility.

  2. REACH: lead in PVC

    Restriction of lead content in PVC.

  3. Recycling efficiency 75%

    Minimum recycling efficiency for lead-acid batteries.

  4. Occupational exposure limits

    Transposition deadline of Directive (EU) 2024/869: 0.03 mg/m³.

  5. Commission: recycling targets adequate

    No change to recovery levels proposed.

  6. Lead recovery 90%

    Material recovery level for lead.

  7. Biological limit 15 µg/100 ml

    Lower permitted blood-lead level for workers.

  8. Recycling efficiency 80%

    Higher threshold for lead-acid batteries.

  9. 85% recycled lead

    In SLI, electric-vehicle and industrial batteries > 2 kWh.

  10. Lead recovery 95%

    Target material recovery level for lead.

Legal status as of 4 November 2026. The Polish act implementing the Batteries Regulation has not yet been adopted.
08

Battery production drives the chain’s value

Three “what if” calculations at constant 2024 prices with rising labour productivity. Keeping battery production in Poland matters as much for the chain’s value as recycling itself.

Baseline 2024Observed state
S1 Continuity 2030Growth in energy storage, UPS and start-stop batteries
S2 Circular battery chain 203585% recycled-lead requirement, smelter upgrades
S3 Battery relocation 2030Part of battery assembly moves abroad

Value added incl. supply chain · EUR m

241 
257+16
274+33
200−41

Persons employed incl. supply chain · people

4,563 
4,337−226
4,180−383
3,302−1,261

Avoided emissions · kt CO₂e

70 
73+3
74+4
64−6
SourceConditional projections, not forecasts; no probabilities assigned. Substitution of lead-acid batteries by lithium and sodium technologies is not quantified.
09

What would strengthen the chain

The report sets out six directions for public action.

  1. Implement the Batteries Regulation pragmatically – adopt the national act and clear rules for reporting lead recovery.
  2. Keep battery collection universal and free of charge, and tighten control of illegal breaking.
  3. Make procedures predictable – shorter, digital permitting and procedures for shipments of spent batteries.
  4. Support investment in worker health protection and in reducing emissions to BAT levels.
  5. Treat battery manufacturing and recycling as one chain in industrial and energy policy.
  6. Include domestic battery supply and recycling capacity in critical infrastructure and defence planning.
10

Method in brief

PB-PL uses the architecture of the Chamber’s integrated models and adapts it to lead – from the metal mass balance to effects in the economy.

M1

Scope and allocation

Four segments P1–P4; lead share of NACE 46.77, 38.3 and 24.43; battery manufacturing estimated indirectly.

M2

Lead mass balance

Batteries, scrap, oxides and lead from copper metallurgy; trade in lead content.

M3

Economy

Leontief input–output model, Type I and II, on the FIGARO 2023 table for Poland.

M4

Environment

Avoided-burden method: footprints of primary and secondary lead (ILA) and polypropylene.

M5

Strategy

Consumption coverage, trade in lead in all forms, import concentration, margin.

M6

Uncertainty

Monte Carlo 10,000 draws with a Gaussian copula; sensitivity analysis and scenarios.

Limitations

  • Results are a gross contribution at fixed coefficients, not net policy effects.
  • Statistical data on battery manufacturing are confidential – segment P4 is estimated from trade and domestic demand.
  • The report does not value avoided health damage; life-cycle data are not territorial emissions of Polish plants.

The report was prepared with the help of artificial intelligence tools for data processing, modelling and text editing.

11

Download and cite

The full report contains the regulatory context, methodology, all parameters with ranges and sources, consistency checks, the list of installations and the bibliography.

IGMNiR (2026), Lead in the Polish economy: value, circularity and security of supply. An integrated assessment of the lead industry in Poland (PB-PL model), Economic Chamber of Non-Ferrous Metals and Recycling, November 2026.

Model run identifier: PBPL-1.0-239ddbbc81

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