I've got a feeling Pinot could do something here. i actually saw him and FDJ out riding on their training camp last month and looked up a few of his rides on Strava after it and he was really flying, particularly over the hills of 300-400m altitude, which suggests that's he's got decent shape. Valverde's obviously on form as well and Contador is the best stage racer here, but I think Pinot can stay with them (going uphill at least!).