Oddly I agree with Tommy that the SDC bobble in the chute cost them the race last year. I also think their back hills were not as quick, hill 5 looked out of sorts last year.
Here is the way I see it, without any push practice knowledge
You have three top-tier push teams. Fringe, SDC, SigEp. Two second-tier push teams - PiKa, Spirit.
If SigEp had a fringe roll last year they would have gone 205.5 Yes their tires blew up a couple years ago but why so much slower in the roll last year and so far this year I do not know. You can't make up 5 seconds. They'll be 2:09 unless they break out some wheels this weekend.
SDC was ahead at the chute flag last year, but was a bit off of 2010 push pace on the back hills. The chute bobble added 1 to 2 seconds to their time. Run a clean turn and they are right in it. Spin and we'd all say it was about time - eventually you will pay the standard trike price 2:05 clean, 2:07 slide, or spin
Fringe has the best chance of coming clean through the chute. They haven't consistently put down 2.05 range times like SDC though. Anywhere from 2:05 to 2:08 depending on the men
PiKa - a real wildcard. I don't think the fat missile is as fast as the recent buggies, bigger has to take a toll. 2:11 unless they show improved downhill speed.
The rest I don't really care much. Zoo is rolling OK but if they rolled something slim and had a man push they'd be on top of Fringe's roll times instead of 5 seconds back. After 15 years of rolling a fat buggy then building even fatter, that makes little sense to me. 2:22 for Zoo as mass going down the hill goes up a lot less well.
What has me puzzled is how teams can have decent known wheels and be 10 and even 15 seconds slower than others on the same wheels. That blows my mind.