A $10 move in crude doesn't stay in the oil market — it lands in inflation, national budgets and growth on every continent. Who gains, who pays, and the three structural shifts now redrawing the map: China's plateau, India's rise, non-OPEC supply.

Thousands of energy, finance and policy leaders in one place for four days makes a decent barometer. The clearest signal from Abu Dhabi: the industry has stopped saying "transition" and started saying "addition" — and five other shifts worth noting.