Behind certain marginally trapped surfaces one can construct a geometry containing an extremal surface of equal, but not larger area. This construction underlies the Engelhardt-Wall proposal for explaining the Bekenstein-Hawking entropy as a coarse-grained entropy. The construction can be proven to exist classically but fails if the null energy condition is violated. Here we extend the coarse-graining construction to semiclassical gravity. Its validity is conjectural, but we are able to extract an interesting nongravitational limit. Our proposal implies Wall's ant conjecture on the minimum energy of a completion of a quantum field theory state on a half-space. It further constrains the properties of the minimum energy state; for example, the minimum completion energy must be localized as a shock at the cut. We verify that the predicted properties hold in a recent explicit construction of Ceyhan and Faulkner, which proves our conjecture in the nongravitational limit.