I don't know what you've seen but I have a number of clients using various email services and in-house mail servers that have no problem sending to Yahoo without DKIM. SPF isn't necessary if you're sending from your own server anyway (of course, there are other requirements like Reverse PTR, proper HELO statements). But from what I see, this is clearly an issue between Microsoft and Yahoo and its cohorts (AOL, Verizon, etc.).
It has always been a free-for-all when it comes to security requirements when sending to various mail servers. There are hundreds of blacklists that can be subscribed to. Most servers don't validate against more than three. Which three? Exactly. Then there's the heuristics. Yet another black hole.
If you look at Yahoo's "Sender Best Practices" they still state that SPF *or* DKIM is required for non-bulk senders. None of my clients send bulk mail through their official email domain.
I don't mind increasing security but I'm not a fan of these companies moving the goal posts without sufficient warning.