Agree about Ineos and Jumbo-V. With Movistar I think they still need to figure out Mas and Soler's styles of racing and how they are most comfortable racing as leaders. Mas does have a GT podium, but like Pogacar last year he wasn't a favorite before that Vuelta started. So basically Movistar is going to the Tour with two unproven GC leaders and their long time leader there to help, coach, teach, support them and if all else fails act as the safety net for them. My guess is it will depend on what Mas and Soler are comfortable trying to do. I do think Movistar will be interesting to watch but for better reasons than the last couple of years. This year it will be because they have two young unproven leaders who are getting a chance to lead one of the better GC teams at the Tour.It would seem Ineos is pretty consistent about their planning and historically quick to correct strategy during the race.
Jumbo-V will be a novel situation if two guys are close into the 3rd week. Generally they seem to stick to the plan.
Do you think Movistar will continue to be as aggressive as last year? Seems like they came up short on several long efforts to break the peloton down in GTs. And some of the aggressors are now protected.