Hi Brian, Your speculation might be correct, however there are other possible causes. It is possible that there is contamination in the ink that is rising to the surface after printing. This could cause an incompatibility with the coating leaving the spots. I suggest you take a look at the surface using a modestly powered microscope. Look closely at the uncoated and coated sheets (On the print that shows spots after coating). If it's dust, the spots will look identical since it's the same dust particles. If you can't see the particles on the uncoated sheet, the cause may be a contaminant. The spot, under magnification might give you information about the cause: Is it a continuity defect in the coating (crater)? Is it a bubble? etc. I believe a closer examination will get you started in the right direction.
As to dust, check the printer and any air movement within the unit. Insure the air is clean, there are no collections of dust within the line from feeder to delivery.
I hope this is helpful, and best of luck