I think the finishes might be a bit too steep for Ballan.
Stage 4 in Chieti
12.1% from 2,100m to 1,050m.
Stage 6 in Macerata
11.3% for 650m at the end (the 3rd circuit).
He would also need to survive the climb on stage 5, which is 14.6km @ 6.42%... should be fine though as its still a long way from the finish. His classics ability could be his strength on the monster 240km+ stages. His TTing isn't bad, but will still lose a reasonable (relative to what you can gain earlier in the race) amount of time to the "natural" TT'ers on this very straight course. If he has any sort of form, Evans is the better candidate for BMC, but that doesn't mean they can't be co-leaders. It's possibly the strongest BMC lineup I've seen so hopefully they get something out of it.
Scarponi has to be a favourite, but I think he will leak too much time in the ITT. If you look last year he finished 12" ahead of Evans, but he would lose that in the ITT for sure. Gesink... maybe, will he bring his Oman form? I guess he can't TT anyway so let's forget about Bobby

Rodriguez should win a stage, and he isn't that bad in short ITTs, but he will need a time gap (or multiple wins). Evans, very hard to know his form.
Whilst originally being dismissive of Cancellara's chances I am somewhat warming to that idea (much to my disgust), absolute peak form Cancellara could take the damage on those finishes and burn 30s off everyone in the ITT, but is that who will show up? Similar story to EBH, but being burnt by his Oman performance I'm more reluctant to write him off this time!
What about the GT winners? Basso... no. Nibali - maybe, but he will not be the best finisher, could be top5. Last year's champion should also be right up there.
Lofkvist... this field is a bit too good for him, would need a lucky escape. Visconti and Sinkewitz will be strong. Astana have a number of outlets in this race to get wins, but GC will be a bit too much, same for Movistar.
Finally we get to Phil, where will this man stop. The steepness may be a bit much for him, but I am beginning to doubt this assessment I made only a few days ago. His TTing shouldn't be a problem (only losing lots of time to Cancellara!), and another one who will enjoy the long stages.
So...
Gilbert
Evans
Gesink
Rodriguez
Garzelli