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How to Use Quantum Theory Locally to Explain EPR-Bell Correlations

Richard Healey

Published Jan 25, 2026• 0 citations
Publisher

Abstract

Abstract This essay sketches a pragmatist interpretation of quantum theory and shows how to use it to explain EPR-Bell correlations consistently with relativity. Quantum theory is not a locally causal theory, not because it violates Bell’s local causality condition, but because that condition is simply inapplicable to it. Any agent can use quantum theory to show why EPR-Bell correlations are to be expected. For space-like separated measurements of vertical/horizontal polarization of each photon from a pair in Bell state Φ+, an agent’s explanation of why the distant measurement outcome matches his own appeals neither to a preferred frame nor to any direct connection or influence between these events. Here, as elsewhere, quantum theory helps one explain an initially puzzling phenomenon not by locating it in a causal net but by showing why its occurrence is just what one should have expected in the circumstances.

DOI
10.1093/9780198911586.003.0005

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Abstract This essay sketches a pragmatist interpretation of quantum theory and shows how to use it to explain EPR-Bell correlations consistently with relativity. Quantum theory is not a locally causal theory, not because it violates Bell’s local causality condition, but because that condition is simply inapplicable to it. Any agent can use quantum theory to show why EPR-Bell correlations are to be expected. For space-like separated measurements of vertical/horizontal polarization of each photon from a pair in Bell state Φ+, an agent’s explanation of why the distant measurement outcome matches his own appeals neither to a preferred frame nor to any direct connection or influence between these events. Here, as elsewhere, quantum theory helps one explain an initially puzzling phenomenon not by locating it in a causal net but by showing why its occurrence is just what one should have expected in the circumstances.
By moving to the context of relativistic space-time structure, this chapter completes the argument of Chapter 4 that we can use quantum theory locally to explain correlations that violate Bell inequalities with no instantaneous action at a distance. Chance here must be relativized not just to time but to a space-time point, so that an event may have more than one chance at the same time—it may even be certain relative to one space-time point but ‘at the same time’ completely uncertain relative to another. This renders Bell’s principle of Local Causality either inapplicable or intuitively unmotivated. Counterfactual dependence between the outcomes of measurements on systems assigned an entangled state is not causal since neither outcome is subject to intervention: but it may still be appealed to in a non-causal explanation of one in terms of the other.
It has been claimed that quantum mechanics is a non-local theory, i.e., that the predictions of quantum mechanics are at odds with a conception of the world where all the interactions are mediated by local mechanisms. The cited reason is the violation of the Bell inequality in cases where measurements are performed on quantum systems of particles that have interacted in the past. Quantum mechanics predicts that the state of the particles in such a system are correlated, a result obtained from considering a thought-experiment often known as EPR. In this thesis, I will argue that the violation of the Bell inequality in EPR forces us to either accept that causes sometimes act both backwards and forwards in time, or give up some widely-held assumptions about causal relations or the role of causal explanations. First, I will present three principles regarding causality that I take be widely accepted. I will then present the background for the claim the quantum mechanics is a non-local theory, and discuss the implications of non-local causal influences in light of the Special Theory of Relativity. One argument against a causal explanation of the EPR-correlations will be discussed, and different models for the causal structure of EPR will be assessed. I will argue that a retrocausal model – models that include instances of retrocausation, where the direction of causation is the opposite of the direction of time – is the only viable option if we want to uphold the three principles presented in chapter 1. I will discuss the plausibility of rejecting one of these principles, and argue that at least one of the can be restricted in a way that still accounts for our commitment to it. Finally, I will assess the non-local models against the retrocausal models, and argue that a retrocausal model offers interpretational advantages over the non-local alternatives.
In papers published in the 25 years following his famous 1964 proof, John Bell refined and reformulated his views on locality and causality. Although his formulations of local causality were in terms of probability, he had little to say about that notion. But assumptions about probability are implicit in his arguments and conclusions. Probability does not conform to these assumptions when quantum mechanics is applied to account for the particular correlations Bell argues are locally inexplicable. This account involves no superluminal action and there is even a sense in which it is local, but it is in tension with the requirement that the direct causes and effects of events be nearby. Introduction I never met John Bell, but his writings have supplied me with a continual source of new insights as I read and reread them over 40 years. As I worked toward a rather different understanding of quantum mechanics he was foremost in my mind as a severe but honest critic of such attempts. We all would love to know what Einstein would have made of Bell's theorem. I confess that the deep regret I feel that Bell cannot respond to this paper is sometimes assuaged by a sense of relief. Locality and Local Causality In his seminal 1964 paper [1], John Bell expressed locality as the requirement that the result of a measurement on one system be unaffected by operations on a distant system with which it has interacted in the past. [2, p. 14] This seems to require that the result of a measurement would have been the same, no matter what operations had been performed on such a distant system. But suppose the result of a measurement were the outcome of an indeterministic process. Then the result of the measurement might have been different even if exactly the same operations (if any) had been performed on that distant system. So can no indeterministic theory satisfy the locality requirement? Bell felt no need to address that awkward question in his 1964 paper [1], since he took the EPR argument to establish that any additional variables needed to restore locality and causalitywould have to determine a unique result of ameasurement.
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.
In his seminal paper, Bell [Physics Physique Fizika 1, 195 (1964)] considers the correlations that result from space-like separated measurements on a pair of entangled particles. He uses relativity theory to motivate the Bell causal structure, then shows the existence of quantum correlations that cannot be explained classically within this causal structure. Classical explanations of such quantum correlations are possible in alternative causal structures, for instance, those that allow superluminal causal influences, but, as shown in [New Journal of Physics 17 033002 (2015)], all such alternative explanations require fine tuning (causation without correlation). Here we discuss the existence of spurious quantum correlations --- correlations that look quantum in one causal structure, but have a natural classical explanation in another. More precisely, there are causal structures that admit non-classical quantum correlations, but for which the same correlations have a classical explanation in another causal structure without fine tuning. The realisation in the other causal structure can also be achieved without breaking any natural constraints on the causal structure that follow from relativity theory. However, similarly to non-classical quantum correlations in the Bell causal structure, we find other causal structures with non-classical quantum correlations that do not have a classical causal explanation in any alternative causal structure without fine tuning.
Bell appealed to the theory of relativity in formulating his principle of local causality. But he maintained that quantum field theories do not conform to that principle, even when their field equations are relativistically covariant and their observable algebras satisfy a relativistically motivated microcausality condition. A pragmatist view of quantum theory and an interventionist approach to causation prompt the reevaluation of local causality and microcausality. Local causality cannot be understood as a reasonable requirement on relativistic quantum field theories: it is unmotivated even if applicable to them. But microcausality emerges as a sufficient condition for the consistent application of a relativistic quantum field theory.