I apologize for being so abrupt but I would think Led Zepp would be one of the numerous bands in the 60s-70s that was influenced by Tolkien so it is natural for their lyrics to have references to his books no matter how vague the explanation for such a reference to exist within the song.
Someone mentioned "Battle of Evermore" -- I think this song is more into this "fantasy motif" than "Stairway to Heaven" and in my opinion my opinion is probably a little ode to Mr.Tolkien and his own genre of fantasy.
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