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【ニュース小話 #235】ロシアによる「グレーゾーン攻撃」。実態は戦争状態に近い
A housing protest drawing 500,000 people erupted in Madrid after footage of an 87-year-old woman being dragged from her wheelchair and evicted from an apartment she had lived in for nearly 70 years sparked international outrage. Russia has intensified gray-zone attacks against NATO members — including drone incursions and arson — while Sweden has begun drilling burial procedures for war casualties, bringing Europe to what analysts describe as a near-war footing. Elsewhere, Yemeni government forces recaptured key positions around the Bab-el-Mandeb Strait, and in Brazil, Jair Bolsonaro's eldest son led incumbent President Lula in the first round of the presidential election.
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What this episode answers
What triggered the mass housing protest in Spain, and what is the broader context behind it?
The immediate trigger was footage of an 87-year-old woman being pulled from her wheelchair and stretchered out of the Madrid apartment she had lived in since 1956, as soaring rents driven by the boom in short-term tourist lets have made it routine for long-term residents — especially young people and low-income households — to be pushed out of their neighborhoods.
What tactics make up Russia's gray-zone attacks, and why can the situation be described as 'almost a state of war'?
Russia has been conducting cyberattacks, disinformation campaigns, and arson against NATO countries — reportedly paying Ukrainians to commit the arson in order to sow suspicion toward Ukraine's supporters — bringing the gray zone to what commentator Fukai (深井氏) called 'close to outright black'; because repeated nuclear threats have not materialized into actual use, hybrid warfare keeps escalating in their place.
What is Kaliningrad's geopolitical significance, and why is it in focus now?
Kaliningrad is a Russian exclave surrounded by Poland and Lithuania, assigned to the Soviet Union under the 1945 Potsdam Agreement and cut off from the Russian mainland when the Baltic states gained independence in 1991; Russia has deployed Iskander missiles capable of carrying nuclear warheads there, and sent a letter to NATO warning it would use its full arsenal, including nuclear weapons, if the exclave were isolated.
How has the situation around Yemen's Bab-el-Mandeb Strait developed, and what are the implications for Japan?
Yemeni government forces announced on the 5th that they had retaken key positions around the Bab-el-Mandeb Strait from the Houthi rebels, while Saudi Arabia, Turkey, and Pakistan held an emergency meeting in Riyadh under their August Mecca Defense Pact and agreed to rapid military deployment; instability in the strait directly threatens oil supply security and would drive up crude prices, making it a serious concern for the Japanese economy.
What were the results of Brazil's presidential election, and what is driving the 'Blue Tide' across South America?
Flávio Bolsonaro, the eldest son of former President Jair Bolsonaro, led incumbent President Lula 47% to 45% in the first round and will face a runoff on the 25th; across South America, a 'Blue Tide' of right-wing governments — seen in Argentina, Colombia, Chile, Peru, and Bolivia — is spreading as a backlash to the left-wing 'Pink Tide' of the 2000s, fueled by worsening public security and economic stagnation.
Spain's Gentrification Crisis — An 87-Year-Old Evicted After 70 Years
A housing protest estimated by organizers at 500,000 people filled a central Madrid square after footage of a dramatic eviction went viral internationally. The woman at the center of it had lived in her rented Madrid apartment since 1956 — nearly 70 years. She was pulled from her wheelchair, placed on a stretcher, and removed from her home. The surge in demand for short-term tourist apartments has sent rents soaring, and the displacement of long-term residents has become routine.
The problem is not limited to Europe. Tokyo's average resale condominium price in August stood at ¥112.74 million — down 0.2% from the prior month, the first decline in 28 months — but the figure 28 months ago, in April 2024, was ¥63.76 million. In other words, prices roughly doubled in two and a half years before this marginal pullback.
Commentator Fukai (深井氏) framed the structural tension: urban competitiveness grows with population density, but when housing costs rise faster than wages, inequality widens. He noted that Tokyo rents remain roughly one-sixth of New York levels and are still cheap by global standards, while also pointing to the difficulty of crafting policy to curb speculative purchases and the risk of a repeat of the post-bubble collapse.
Russia's Gray-Zone Attacks — Nuclear Threats Lose Credibility as Hybrid War Escalates
The Financial Times reported that Russia sent a letter to NATO warning it would deploy its full arsenal — including nuclear weapons — if the exclave of Kaliningrad were isolated. Kaliningrad is a piece of Russian territory wedged between Poland and Lithuania. It became Soviet territory under the 1945 Potsdam Agreement, then found itself cut off from the Russian mainland when Lithuania and the other Baltic states regained independence in 1991. The enclave currently hosts Iskander missile systems capable of carrying nuclear warheads.
Beyond nuclear signaling, cyberattacks, disinformation, and arson have been documented against NATO member states. Reports indicate that Russia has paid Ukrainians to carry out arson attacks in order to stoke suspicion toward Ukraine's Western supporters — a level of covert action that Fukai described as "close to outright black" rather than a genuine gray zone. On the 15th, an unidentified drone entered Lithuanian airspace, scrambling Italian NATO fighter jets. Polish Prime Minister Tusk stated that Russia is testing the limits of the West's tolerance.
Despite repeated nuclear threats — including in response to Ukraine's Kursk operation — Russia has not used nuclear weapons, and Fukai argued that this has had a paradoxical effect: because the nuclear option has been shown not to be exercised, conventional warfare and hybrid operations will only keep escalating. He highlighted Sweden's recent drills rehearsing wartime burial procedures — body bags, logistics transport, and clergy-attended interment — as evidence that Europe is actively preparing for full-scale armed conflict.
Middle East: Yemeni Forces Retake Bab-el-Mandeb Strait
On the 5th, Yemen's government forces announced a major offensive against the Houthi rebels and the recapture of key positions around the Bab-el-Mandeb Strait, the chokepoint connecting the Indian Ocean and the Arabian Sea. Almost simultaneously, an emergency meeting was held in Riyadh under the Mecca Defense Pact signed in August by Saudi Arabia, Turkey, and Pakistan, at which the three nations agreed to rapid military deployment to Saudi Arabia. The pact mirrors NATO's collective defense structure: an attack on one member is treated as an attack on all.
Fukai noted that this three-country arrangement forms a geopolitical encirclement of Iran, and drew attention to Pakistan's status as the only nuclear-armed state in the Islamic world. The Houthis are backed by Iran, which is already in effective confrontation with the United States and Israel; whether Iran hardens its posture further is the key variable to watch. Destabilization of the Bab-el-Mandeb Strait directly threatens oil supply security, which would push up crude prices and ripple through the Japanese economy.
Brazil's Presidential Election and South America's 'Blue Tide'
In the first round of Brazil's presidential election held on October 4, right-wing candidate Flávio Bolsonaro — a congressman and the eldest son of former President Jair Bolsonaro — took 47% of the vote, ahead of incumbent President Lula's 45%. Neither candidate cleared the 50% threshold, so a runoff between the two will be held on the 25th. Flávio has campaigned on a pledge to pardon his father if elected, alongside a platform of hard-line public security measures and strict tax policy. Jair Bolsonaro, who lost to Lula in 2022, was subsequently convicted of involvement in a coup attempt and sentenced to 27 years in prison.
Across South America, a 'Blue Tide' of right-wing governments is rising — a phenomenon also visible in Argentina, Colombia, Chile, Peru, and Bolivia. Fukai identified it as a backlash to the left-wing 'Pink Tide' of the 2000s, with deteriorating public security and economic stagnation as the shared drivers of voter discontent. In Rio de Janeiro, intense fighting between gangs and police killed more than 132 people roughly a year ago; the severity of the security crisis, he argued, is the primary force pushing electorates away from left-wing incumbents.
Takeaways
- Housing prices are surging in Madrid and Tokyo, with gentrification forcing out long-term residents — Tokyo's average resale condo price nearly doubled in two and a half years, from ¥63.76 million in April 2024 to ¥112.74 million.
- Russia has escalated gray-zone operations against NATO — including drone incursions, arson, and cyberattacks — and Sweden is now drilling wartime burial procedures, signaling that Europe is approaching a near-war footing.
- Brazil's first-round election saw Bolsonaro's son lead President Lula, reflecting a broader South American 'Blue Tide' driven by public frustration over crime and economic stagnation.
This article is edited from a machine transcript of the first 30 minutes of the episode. It is not an official summary — please listen to the episode itself.