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Foundations of Physics

Is the Contextuality Loophole Fatal for the Derivation of Bell Inequalities?

Theo M. Nieuwenhuizen

Published May 10, 2010• 115 citations
Publisher

Abstract

It is explained on a physical basis how absence of contextuality allows Bell inequalities to be violated, without bringing an implication on locality or realism. Hereto we connect first to the local realistic theory Stochastic Electrodynamics, and then put the argument more broadly. Thus even if Bell Inequality Violation is demonstrated beyond reasonable doubt, it will have no say on local realism, because absence of contextuality prevents the Bell inequalities to be derived from local realistic models.

DOI
10.1007/s10701-010-9461-z

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It is explained on a physical basis how absence of contextuality allows Bell inequalities to be violated, without bringing an implication on locality or realism. Hereto we connect first to the local realistic theory Stochastic Electrodynamics, and then put the argument more broadly. Thus even if Bell Inequality Violation is demonstrated beyond reasonable doubt, it will have no say on local realism, because absence of contextuality prevents the Bell inequalities to be derived from local realistic models.
Among the various "no-go theorems" in the foundations of quantum mechanics, Bell inequalities are among the few, which do not implicitly rely on the mathematical structure of quantum mechanics. Instead, Bell inequalities are commonly understood to rest on Kolmogorov's theory of probability and a "locality" assumption. Physical evidence supporting their violation is hence taken as evidence against at least one of these two assumptions. This work provides a comprehensive analysis of the physical debate on Bell inequalities from the point of view of Kolmogorov's theory of probability, focusing on the Bell-Clauser-Horn-Shimony-Holt inequality (BCHSH inequality). The central contribution is the motivation and mathematical study of the notion of contextuality in Bell experiments: in so-called contextual Bell models the detectors themselves behave randomly and the distribution of the random detector parameters depends on the chosen detector settings. It is shown how even "classical" Bell experiments motivate such a description. The need to account for contextuality was pointed out before by de la Peña, Cetto, Brody, Lochak, Bohm, Hiley and others. A broad class of contextual models is proven to satisfy the BCHSH inequality, thereby generalizing a previous result by Gill and Lambare. Nonetheless, even under strong locality requirements, contextual Bell models may violate the BCHSH inequality: based on work by Popescu and Rohrlich, we consider a "proof of concept" example exhibiting the maximum possible violation. Contrary to the much debated "loopholes" in empirical tests of Bell inequalities, contextuality thus reveals a conceptual misunderstanding in the physical conclusions commonly drawn from Bell inequality violations.
Abstract. Bell inequalities are intended to show that local realist theories cannot describe the world. A local realist theory is one where physical properties are defined prior to and independent of measurement, and no physical influence can propagate faster than the speed of light. Quantum-mechanical predictions for certain experiments violate the Bell inequality while a local realist theory cannot, and this shows that a local realist theory cannot give those quantum-mechanical predictions. However, because of unexpected circumstances or “loopholes ” in available experiment tests, local realist theories can reproduce the data from these experiments. This paper reviews such loopholes, what effect they have on Bell inequality tests, and how to avoid them in experiment. Avoiding all these simultaneously in one experiment, usually called a “loophole-free ” or “definitive ” Bell test, remains an open task, but is very important for technological tasks such as device-independent security of quantum cryptography, and ultimately for our understanding of the world. ar X iv
Bell inequalities are intended to show that local realist theories cannot describe the world. A local realist theory is one where physical properties are defined prior to and independent of measurement, and no physical influence can propagate faster than the speed of light. Quantum-mechanical predictions for certain experiments violate the Bell inequality while a local realist theory cannot, and this shows that a local realist theory cannot give those quantum-mechanical predictions. However, because of unexpected circumstances or 'loopholes' in available experiment tests, local realist theories can reproduce the data from these experiments. This paper reviews such loopholes, what effect they have on Bell inequality tests, and how to avoid them in experiment. Avoiding all these simultaneously in one experiment, usually called a 'loophole-free' or 'definitive' Bell test, remains an open task, but is very important for technological tasks such as device-independent security of quantum cryptography, and ultimately for our understanding of the world. This article is part of a special issue of Journal of Physics A: Mathematical and Theoretical devoted to '50 years of Bell's theorem'.
Local realism reduces to the proposition that local determinate reality is the necessary and sufficient cause of every physical effect. By any standard account, quantum theory requires that local realism is false, because it embeds the famously spooky premise that some physical effects require causes that are instantly effective from arbitrarily far away. Nonetheless, quantum theory has replaced local realism as the foundation of science because, whereas local realism allegedly cannot violate the Bell inequality, quantum theory is taken to do so in accord with experiments. Here we prove, however, that an epistemic contextual model of local realism solves a puzzle about independent random measurements of local hidden variables in a way that causally explains observed Bell violations. We also reveal exactly how the Bell inequality fails to represent the local realistic prediction. Finally, we show that any theory that denies local realism comprises an unfalsifiable causal claim that is freely adjustable to make arbitrary predictions, which thus provide no validation of its causal claim. Results revitalize the hypothesis that local realism prevails. Keywords: Local Realism. Bell Violations. Photons. Entanglement. Quantum Physics.
The Bell's inequalities are derived from the hypotheses of Locality, Realism and (what is lesser known) the equality between the factual and the counterfactual time averages of the expectation values of observables. The necessity of a hypothesis additional to Local Realism opens a promising way out to the old controversy between Quantum Mechanics and Local Realism. For, it is possible to speculate that it is this additional hypothesis, and not Local Realism, what is disproved in the experiments reporting the violation of the Bell's inequalities. Yet, there are doubts on how the additional hypothesis may be violated in a physically reasonable process. A simple example showing that this is possible, the relationship between the validity of the additional hypothesis and the validity of the Bell's inequalities, and considerations on its physical meaning, are presented.