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FWIW, Ulmo's speech to Tuor feels like it belongs to the period after Tolkien had really re-thought his cosmology, and thus with or after the AAm typescript. No proof that I can point to, just that the atmosphere is really "post-LR." At any rate, I think that after writing the Moria chapters, there was no way that Ecthelion's Balrog was going to be anything less than an epic boss, not one of the disposable mooks of 1917.
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The entire plot of The Lord of the Rings could be said to turn on what Sauron didn’t know, and when he didn’t know it.
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