With the MTGSalvation Conflux spoiler just thirteen cards shy of complete (assuming it's mostly correct), it's time to check in again and see if this mid-Alara set is going to cause any significant changes in the current PTQ season.
I have some full notes in the extended entry, but my true standout cards are Path to Exile, Hellspark Elemental, Volcanic Fallout, Worldheart Phoenix, and Might of Alara. I discuss a few others, but these are the ones that I foresee having some real impact. Of these, Path slots into certain control and aggro/control decks. Hellspark Elemental goes into mono-red burn. Volcanic Fallout may go into certain aggro builds. Worldheart Phoenix might be a Gifts finisher. Last, but not at all least, Might of Alara goes into Domain Zoo.
So does this shift the metagame? It might make Domain Zoo a stronger contender, and it might make All-In Red decks much riskier. Perhaps we'll also see some more U/w control again, with Path going in as the super removal card in those decks.
The financial upshot here is that you probably aren't looking to pick up any rares to retain your competitive edge as Conflux spills into the Extended format.
(And, as noted, more commentary in the extended entry.)