***** Contador
**** Evans, Wiggins
*** Menchov, A Schleck, Sanchèz
** Froome, Leipheimer, Nibali, Klöden
* A lot of riders..
Contador can crush any of the GC contenders in the time trials except for Wiggins and Evans (and perhaps Menchov if he's in form, but that's a giant if). In the mountains Contador can easily take enough time on those two to be victorious once again. If Contador is banned, Evans will be the top favourite probably. Him and Wiggins have an almost perfect Tour for their skills.
The Schlecks should probably not bother here. I did put Andy high on the favourites list since he can take a lot of time on the climbs if he goes all-out, but he'll never win. If I was Bruyneel, I'd let Klöden and Fuglsang lead at the Tour, tell Andy to chase a Giro and/or Vuelta victory and let Frank perhaps just go for the polka jersey in the Tour.
My views might be a bit skewed as a big fan of him, but I think Nibali could go a long way on this course. He's a good rather than great time trialist, but especially on a slightly hilly course he could do quite well. He definitely has the skills and team to be able to survive the crashes that are unevitably coming in the first week. He's far from the favourite, but with some luck he could well do a top-5 or even podium. And Basso has no business in this Tour anyway, he should just focus on the Giro-Vuelta double.