I agree with those who see Sotnikova as the only newbie threat right now. Her consistency and confidence have taken serious hits in the last season BUT make no mistake, if she were to hit all her tricks and go clean, she'll be on that podium. To quote Scott, Adelina has everything: gorgeous lines and extension, flexibility, speed, solid edges, humongous and difficult jumps, great spins, presentation, personality and that all important spark. Yeah, she has a flutz but that's a minor issue...everything else is incredible. Her major roadblock is her nerves. If by some miracle she's able to about-face and get herself together, she'll be a gold medal threat.
Liza T has the technical content but lacks too many other things; Julia has guts but I don't think she'll be soup by Sochi; Gracie has the technical content but will need a Kwan-esque transformation to get her presentation where it needs to be to compete with the likes of Yu-Na, Mao, Carolina and the other top ladies.