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When a rear di2 deraillur gets it it can go onto some limp mode, where it does shift down to the smallest cog.
http://blog.artscyclery.com/road/ask-a-mechanic-shimano-di2-crash-recovery-mode/
It's possible - he gets a glancing blow from DM's feet on the drive side. That said the problem he has is quite a few KM's down the road, and as the NS mechanic fiddles with it it limply slides down in to the smallest cog. What luck - damage to the mech that only kicks in six km down the road, and then the mech is still aligned, but just 'dead'.
I'm not suggesting that. Could be a duff battery caused by some production issue. Froome had a similar issue it seemed, he had time for a bike change.