Bell’s [Physics 1 (1964) 195–200] theorem is popularly supposed to establish the nonlocality of quantum physics. Violation of Bell’s inequality in experiments such as that of Aspect, Dalibard and Roger [Phys. Rev. Lett. 49 (1982) 1804–1807] provides empirical proof of nonlocality in the real world. This paper reviews recent work on Bell’s theorem, linking it to issues in causality as understood by statisticians. The paper starts with a proof of a strong, finite sample, version of Bell’s inequality and thereby also of Bell’s theorem, which states that quantum theory is incompatible with the conjunction of three formerly uncontroversial physical principles, here referred to as locality, realism and freedom. Locality is the principle that the direction of causality matches the direction of time, and that causal influences need time to propagate spatially. Realism and freedom are directly connected to statistical thinking on causality: they relate to counterfactual reasoning, and to randomisation, respectively. Experimental loopholes in state-of-the-art Bell type experiments are related to statistical issues of post-selection in observational studies, and the missing at random assumption. They can be avoided by properly matching the statistical analysis to the actual experimental design, instead of by making untestable assumptions of independence between observed and unobserved variables. Methodological and statistical issues in the design of quantum Randi challenges (QRC) are discussed. The paper argues that Bell’s theorem (and its experimental confirmation) should lead us to relinquish not locality, but realism.
Bell’s [Physics 1 (1964) 195–200] theorem is popularly supposed to establish the nonlocality of quantum physics. Violation of Bell’s inequality in experiments such as that of Aspect, Dalibard and Roger [Phys. Rev. Lett. 49 (1982) 1804–1807] provides empirical proof of nonlocality in the real world. This paper reviews recent work on Bell’s theorem, linking it to issues in causality as understood by statisticians. The paper starts with a proof of a strong, finite sample, version of Bell’s inequality and thereby also of Bell’s theorem, which states that quantum theory is incompatible with the conjunction of three formerly uncontroversial physical principles, here referred to as locality, realism and freedom. Locality is the principle that the direction of causality matches the direction of time, and that causal influences need time to propagate spatially. Realism and freedom are directly connected to statistical thinking on causality: they relate to counterfactual reasoning, and to randomisation, respectively. Experimental loopholes in state-of-the-art Bell type experiments are related to statistical issues of post-selection in observational studies, and the missing at random assumption. They can be avoided by properly matching the statistical analysis to the actual experimental design, instead of by making untestable assumptions of independence between observed and unobserved variables. Methodological and statistical issues in the design of quantum Randi challenges (QRC) are discussed. The paper argues that Bell’s theorem (and its experimental confirmation) should lead us to relinquish not locality, but realism.
Explaining observations in terms of cause-and-effect (causal) relations is central to empirical science. However, in his seminal 1964 work [1], John Bell showed that the correlations between entangled quantum systems cannot be explained in terms of, possibly hidden, cause and effect relations. After four decades of experimental effort, Bell's prediction has recently been confirmed in an unambiguous way by a series of loophole-free Bell-test experiments [2-4]. These experiments, however, cannot reveal where exactly quantum mechanics breaks with our classical notion of cause and effect. Specifically, Bell's theorem is based on the central assumptions of realism and local causality. Realism posits that physical systems have real, objective properties, independent of whether we observe them or not, and local causality assumes that causal influences cannot propagate faster than the speed of light.
Bell's theorem states that no description of a Bell experiment can be simultaneously local, realistic in the sense of counterfactual definiteness, and free of conspiracy between settings and hidden state. The recent generation of experiments has confirmed the predicted violation of the CHSH inequality, so one of the assumptions must be abandoned. Which one, and how one reconstructs a coherent worldview after doing so, is a question on which many authors disagree. This paper is written by three such authors. All three reject both counterfactual definiteness and conspiratorial violation of statistical independence of setting choices and state. After a joint exposition of the classical half of Bell's theorem in the language of Pearl-style causal graphs, a joint summary of the loophole-free experiments, and a joint survey of the recent literature, each author states where they have presently arrived. Gill accepts irreducible and non-local quantum randomness and finds the choice between locality and realism a false dichotomy. In his later works, Bell derives counterfactual definiteness from classical local causality, and that is what has to go. The metaphysical concepts "realism", "locality", "causality" need to be reconsidered. Helland reconstructs the Hilbert-space formalism from a theory of accessible variables, and from this theory he concludes that every observer must be limited in a specific sense. Jongejan proposes a geometric hidden-variable construction in which the degree of violation of the CHSH inequality depends on the number of dimensions of space, Tsirelson's bound corresponding to three dimensions. The authors conclude with a discussion.
Introduction Fifty years after the publication of Bell's theorem, there remains some controversy regarding what the theorem is telling us about quantum mechanics, and what the experimental violations of Bell inequalities are telling us about the world. This chapter represents my best attempt to be clear about what I think the lessons are. In brief: There is some sort of nonlocality inherent in any quantum theory, and, moreover, in any theory that reproduces, even approximately, the quantum probabilities for the outcomes of experiments. But not all forms of nonlocality are the same; there is a distinction to be made between action at a distance and other forms of nonlocality, and I will argue that the nonlocality needed to violate the Bell inequalities need not involve action at a distance. Furthermore, the distinction between forms of nonlocality makes a difference when it comes to compatibility with relativistic causal structure. The Bell locality condition is a condition which, if satisfied, renders possible a completely local account of the correlations between outcomes of spatially separated experiments. Bell's theorem tells us that the probabilities that we compute from quantum mechanics do not admit of such an account. Modulo auxiliary assumptions that, in my opinion, should be noncontroversial, this yields the conclusion that there must be something nonlocal about any theory that yields the quantum mechanical probabilities or anything close to them. One way to violate the Bell locality condition – and this is the way that any deterministic theory must do it – is via straightforward action at a distance. However, we should also consider the possibility of a stochastic theorywith probabilistic laws that involve irreducible correlations. The sort of nonlocality inherent in such a theory involves relations between events that are significantly different from causal relations as usually conceived. Perhaps surprisingly, such a theory, unlike its deterministic cousins, need not invoke a distinguished relation of distant simultaneity. This makes a difference for the situation of the two sorts of theories vis-a-vis relativity. Though a deterministic theory can achieve the appearance of being relativistic, at the level of observable phenomena, it can do so only by introducing a preferred foliation and with it a causal structure at odds with relativistic causal structures. Things are otherwise with dynamical collapse theories.
Bell inequalities rest on three fundamental assumptions: realism, locality, and free choice, which lead to nontrivial constraints on correlations in very simple experiments. If we retain realism, then violation of the inequalities implies that at least one of the remaining two assumptions must fail, which can have profound consequences for the causal explanation of the experiment. We investigate the extent to which a given assumption needs to be relaxed for the other to hold at all costs, based on the observation that a violation need not occur on every experimental trial, even when describing correlations violating Bell inequalities. How often this needs to be the case determines the degree of, respectively, locality or free choice in the observed experimental behavior. Despite their disparate character, we show that both assumptions are equally costly. Namely, the resources required to explain the experimental statistics (measured by the frequency of causal interventions of either sort) are exactly the same. Furthermore, we compute such defined measures of locality and free choice for any nonsignaling statistics in a Bell experiment with binary settings, showing that it is directly related to the amount of violation of the so-called Clauser-Horne-Shimony-Holt inequalities. This result is theory independent as it refers directly to the experimental statistics. Additionally, we show how the local fraction results for quantum-mechanical frameworks with infinite number of settings translate into analogous statements for the measure of free choice we introduce. Thus, concerning statistics, causal explanations resorting to either locality or free choice violations are fully interchangeable.
Eighty years ago Einstein, Podolsky and Rosen demonstrated that instantaneous reduction of wave function, believed to describe completely a pair of entangled physical systems, led to EPR paradox. The paradox disappears in statistical interpretation of quantum mechanics (QM) according to which a wave function describes only an ensemble of identically prepared physical systems. QM predicts strong correlations between outcomes of measurements performed on different members of EPR pairs in far-away locations. Searching for an intuitive explanation of these correlations John Bell analysed so called local realistic hidden variable models and proved that correlations consistent with these models satisfy Bell inequalities which are violated by some predictions of QM and by experimental data. Several different local models were constructed and inequalities proven. Some eminent physicists concluded that Nature is definitely nonlocal and that it is acting according to a law of nonlocal randomness. According to these law perfectly random, but strongly correlated events, can be produced at the same time in far away locations and a local and causal explanation of their occurrence cannot be given. We strongly disagree with this conclusion and we prove the contrary by analysing in detail some influential finite sample proofs of Bell and CHSH inequalities and so called Quantum Randi Challenges. We also show how one can win so called Bell's game without violating locality of Nature. Nonlocal randomness is inconsistent with local quantum field theory, with standard model in elementary particle physics and with causal laws and adaptive dynamics prevailing in the surrounding us world. The experimental violation of Bell-type inequalities does not prove the nonlocality of Nature but it only confirms a contextual character of quantum observables and gives a strong argument against counterfactual definiteness and against a point of view according to which experimental outcomes are produced in irreducible random way.
Bell's theorem shows that local realistic theories place strong restrictions on observable correlations between different systems, giving rise to Bell's inequality which can be violated in experiments using entangled quantum states. Bell's theorem is based on the assumptions of realism, locality, and the freedom to choose between measurement settings. In experimental tests, "loopholes" arise which allow observed violations to still be explained by local realistic theories. Violating Bell's inequality while simultaneously closing all such loopholes is one of the most significant still open challenges in fundamental physics today. In this paper, we present an experiment that violates Bell's inequality while simultaneously closing the locality loophole and addressing the freedom-of-choice loophole, also closing the latter within a reasonable set of assumptions. We also explain that the locality and freedom-of-choice loopholes can be closed only within nondeterminism, i.e., in the context of stochastic local realism.