When I first saw the route a month ago, I thought Roglic is unbeatable here. Then with his crash at P-N, with Pogacar gaining momentum and the bad weather forecast, I changed my mind and had Pogačar slightly ahead. But today I've had a more detailed look at the weather forecast and it doesn't look as bad as it looked just a week ago. So I have them about even at the moment and there's where the bookies have them too. It's important, in my opinion, that the weather is OK for the ITT on stage 1. That way all the riders will probably have the same condition or close to it. If there had been rain, I could have seen Roglic taking no risks on the descent and lose about 15-20s more.
I also don't see Adam Yates inferior on the climbs to the two Slovenians. He'll probably lose time in the ITT, but I think he'll be right there battling for the GC victory.