Swing and a Miss: Consequences of the June 1st B&R Update

Booooo!
Let's be honest, we were all expecting something different today. Anticipation had started building the week before, when WotC once again announced their announcement: changes were coming to Standard, Historic and the Companion mechanic. Critics had been voicing their discontent about Standard for a while, pretty much since after the first weekend of Ikoria becoming legal on Arena because of some of the Companions (Lurrus of the Dream-Den and Yorion, Sky Nomad being the main culprits) and Lukka, Coppercoat Outcast, but it is the emergence of the Naya Winota archetype that provoked the latest cry for bannings. Khans of Tarkir is the last set I can remember that provoked such a ruckus among the players base due to the Delve mechanic, which ended up being completely justified when you remember how much Treasure Cruise and Dig Through Time impacted Modern at the time.
Leading to this (Monday) morning, many had made their predictions. I was personally hoping that two cards would be getting strong consideration for a ban: Teferi, Time Raveler
Maybe that was too much to ask for, though. Agent of Treachery and Fires of Invention

Every companion instantly felt way less attractive, even Lutri, the Spellchaser

Standard
1. The Lukka/Yorion Problem
To a large extent, banning Agent of Treachery
But is it going to make that much of a difference? In the case of Yorion builds in general, which are traditionally more of the Control/Midrange type, the Companion Rule change makes little difference since those builds aim for the longer game. So having to pay 3 at sorcery speed is not that much of a thorn in their side, especially when you get a larger maindeck size to add intermediate ressources - which one will still get to benefit from when they eventually play Yorion, Sky Nomad
Next, finding a replacement to Fires of Invention
And then there is the issue with Agent of Treachery
- Yorion, Sky Nomad: after all, why not run some copies of the Companion in the maindeck? It is a very good value engine considering the rest of the build, and with its Companion clause enforcing for a larger decklist we know there are some slots available, even more so now with both Fires and Agent gone;
- Yidaro, Wandering Monster: now that is my kind of spice! Just like Agent of Treacherywas, Yidaro is not intended to be played "fairly" from the hand: between its own ability and Lukka's there are two ways to cheat into play an 8/8 haste, trample monstrosity. Granted this does not shift the board advantage as dramatically as Agent can, but I believe it deserves at least some consideration since Yidaro is never a dead card in hand if you draw it in the first few turns of the game.

Another card worth mentioning here is Kenrith, the Returned King
I am fully expecting Lukka/Yorion to still be a thing come Thursday; but it should now allow for more balanced gameplay - at least on paper.
2. Winners and Losers from the rest of the field
The Companion Rule change has some clear, drastic consequences for a number of other builds in Standard:
- Yorion Bant Ramp;
- Lurrus Rakdos Sacrifice;
- Lurrus MonoW/Selesnya Auras;
- Gyruda Combo;
- Umori Mutate;
- Lurrus Jeskai Cycling;
- Lurrus Mardu Knights;
- Obosh Red.
The new 3 mana Companion clause has two main effects: loss of consistency/efficiency, and loss of tempo. As far as Yorion Bant Ramp is concerned, the same arguments that I presented above for including Yorion, Sky Nomad
- consistency/efficiency: one has to look at whether their Companion was a huge part of their plan, or just a nice added bonus; in that context, one could argue that Jeskai Cycling, MonoW/Selesnya Auras and Mardu Knights can remain fully functional even without having access to their Companion, while Rakdos Sacrifice could simply include Lurrus of the Dream-Denin the maindeck and stay the course;
- tempo: the loss of tempo might be too much to recover for Gyruda Combo, Umori Mutate and Obosh Red, which would pretty much have to give up a whole turn just to get their Companion in hand; still, it was not long ago that MonoRed player were using Torbran, Thane of Red Fellso it is very likely that at least some version of MonoRed will try running 2-3 copies of Obosh, the Preypiercer- however Torbran/Embercleavebuilds have the advantage of a solid track record.

Meanwhile, we cannot forget the archetypes that do not include Companions:
- Temur Clover;
- Temur Reclamation;
- Jund Sacrifice;
- Winota Midrange.
Clover and Reclamation builds have both received some upgrades from Ikoria in Adventurous Impulse
The new kid on the block is Winota Midrange, which placed 2nd at the recent E-League Arena event piloted by Emma Handy. The idea is to use efficient early creatures (Charming Prince
3. (Very) Early Power Rankings
Based on the data available thanks to the wonderful people at mtgmeta.io, and using the considerations above, here are my very early and equally humble Standard Power Rankings between the different builds discussed above:
Tier 1:
Temur Reclamation
Yorion Bant Ramp
Jeskai Cycling
Jund Sacrifice
Tier 2:
Temur Clover
Yorion Azorius Control
Yorion Jeskai Lukka
MonoRed Cleave
Tier 3:
Rakdos Sacrifice
MonoW/Selesnya Auras
Winota Midrange
Modern and Pioneer
Let's first have a look at some of the most recent MTGO results of competitive events:


Eternal formats are pretty much only affected by the change to the Companion Rule, as neither Agent of Treachery

What is interesting is how the same concept of a Red Prowess deck can find itself in either category depending on the tools available in each format. Below are the latest iterations of RB Prowess (with or without Tarmogoyf
4 Monastery Swiftspear
4 Soul-Scar Mage
4 Tarmogoyf
4 Thoughtseize
3 Cling to Dust
4 Fatal Push
2 Kolaghan's Command
4 Lightning Bolt
4 Manamorphose
4 Mishra's Bauble
1 Nihil Spellbomb
3 Seal of Fire
4 Blackcleave Cliffs
1 Blood Crypt
4 Bloodstained Mire
2 Mountain
1 Nurturing Peatland
1 Overgrown Tomb
1 Stomping Ground
1 Swamp
4 Wooded Foothills
2 Nihil Spellbomb
2 Angrath's Rampage
3 Collective Brutality
2 Kiln Fiend
1 Lurrus of the Dream Den
3 Molten Rain
2 Unearth
2 Ash Zealot
4 Eidolon of the Great Revel
4 Ghitu Lavarunner
4 Monastery Swiftspear
4 Soul-Scar Mage
4 Viashino Pyromancer
4 Light Up the Stage
4 Boros Charm
2 Lightning Strike
1 Shock
4 Wild Slash
4 Wizard's Lightning
4 Battlefield Forge
4 Inspiring Vantage
7 Mountain
4 Sacred Foundry
4 Chained to the Rocks
2 Light of Hope
1 Lurrus of the Dream Den
4 Searing Blood
4 Skullcrack
The very significant difference between them is how RB Prowess definitely relies on the interactions between Lurrus of the Dream-Den
Looking again at the Top16 lists I posted above, it appears that another build that relies on its Companion is the Gyruda Combo archetype in Pioneer, which uses all even CMC clones available in the format ( Altered Ego
Last but not least, there is the case of Yorion Jeskai Lukka in Pioneer, which takes on more of a Jeskai Superfriends build:
2 Agent of Treachery
3 Gideon of the Trials
2 Gideon, Ally of Zendikar
4 Lukka, Coppercoat Outcast
4 Narset, Parter of Veils
4 Teferi, Time Raveler
1 Island
1 Mountain
3 Plains
1 Castle Ardenvale
1 Castle Vantress
2 Clifftop Retreat
2 Fabled Passage
2 Glacial Fortress
4 Hallowed Fountain
3 Irrigated Farmland
4 Raugrin Triome
3 Sacred Foundry
3 Steam Vents
3 Sulfur Falls
1 Temple of Enlightenment
1 Temple of Epiphany
2 Baffling End
2 Elspeth Conquers Death
4 Fires of Invention
4 Omen of the Sea
3 Shark Typhoon
4 The Birth of Meletis
3 Oath of Chandra
2 Deafening Clarion
2 Supreme Verdict
2 Resolute Archangel
2 Void Winnower
3 Rest in Peace
3 Mystical Dispute
1 Yorion, Sky Nomad
1 Gideon of the Trials
3 Teyo, the Shieldmage
Here, the ability to play Yorion straight out of the sideboard is significant because it allows resetting all of one's Planeswalkers, Baffling End
Other than those three specific examples, the other relevant builds only aim at gaining some advantage from running a Companion just as an eighth card in hand:
- Bant UroZa and 4-color Control (Modern) can use Yorion to bounce Arcum's Astrolabe, Ice-Fang Coatland Wall of Blossomsfor card draw, Oath of Kayafor extra removal and Urza, Lord High Artificerfor more board presence;
- Bogles (Modern) can use Lurrus to recover any destroyed Aura or a sacrificed Totem Armor;
- Hardened Scales (Modern) can use Lurrus in a similar way to replay some of the Artifacts sacrificed to Arcbound Ravager;
- Ensoul Artifact (Pioneer) uses Lurrus in an identical way to Hardened Scales;
- Azorius/Esper/Grixis Control (Modern, Pioneer) will play Yorion to reset their Planeswalkers and abuse various Enchantment ETB triggers (Omen of the Sea, Trial of Ambition, Elspeth Conquers Death...), much like described previously for the Yorion Jeskai Lukka archetype.
As is the case in Standard, Control and Midrange type decks in Modern as well as Pioneer will still be able to use Yorion, Sky Nomad
The Times, They Are A-Changin'
The next few weeks are going to be a bit weird: on one hand, players get to explore brand new metagames in Standard, Modern and Pioneer due to the latest B&R update, which clearly will have an impact. On the other hand, this Thursday is also the start of Preview Season for the Core 21 set, announced to be Teferi-centric and bring back an old, non-evergreen mechanic. So there will be an inclination to think that the new metagames will be short-lived, therefore people might default to the known quantities - especially in Standard with Temur Reclamation and Bant Ramp.
I choose to look at it positively, mostly because I love the brewing and puzzle-solving aspect of Magic: I am very much looking forward to what the new set is going to bring and start looking for new archetypes and updates to existing ones. Am I overly positive for things to be great in the face of yet another series of bannings to multiple formats? Absolutely - because great things can only come from changes. And boy are changes needed these days...