Submitted:
12 April 2025
Posted:
15 April 2025
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Abstract
Despite their Nobel Prize-winning empirical implementation, the Bell inequality interpretation remains controversial. An objective analysis of Bell's work on nonlocality shows that Bell's rationale calls for reconsidering a widespread argument on quantum nonlocality, yielding a precise formulation free from the usual obscurities that lead to misleading controversies. By dismissing unnecessary metaphysical tenets, it is possible to probe the core of the problem and determine under what rational assumptions locality or nonlocality become feasible alternatives clarifying their relation to the Bell inequality. The approach renders a more balanced perspective over a long-standing polarized interpretative debate.
Keywords:
1. Introduction
2. Chronological Review of Bell’s Works on Nonlocality
2.1. The 1964 Bell Theorem
- a)
- Bell already considered quantum mechanics as nonlocal from the beginning, i.e., before formulating his inequality. Indeed, in the third line of the introduction, he wrote: “These additional variables were to restore to the theory causality and locality.” That is, the inclusion of hidden variables into the theory was supposed to modify it and recover locality instead of proving its nonlocality.
- b)
- In correspondence with the above-quoted sentence, Bell starts the conclusion section by saying: “In a theory in which parameters are added to quantum mechanics....”; so, clearly, he was not inferring properties of quantum mechanics, but only of a modified theory in which parameters are added.
However, we disagree with Feynman on the unimportance of the Bell theorem since it was a significant advance in the Bohr-Einstein debate that, by 1964, remained stagnant for almost thirty years.“It is not an important theorem. It is simply a statement of something we know is true – a mathematical proof of it.”
2.2. Bell’s Theorem After 1964
2.2.1. Introduction to the Hidden Variable Problem
Note the adjective “local” refers to the hidden-variable theory so irrespective of whether he believed that quantum mechanics is nonlocal, he did not say his inequality proved it and any assertion in that direction would be purely speculative.“Thus the quantum-mechanical result cannot be reproduced by a hidden-variable theory which is local in the way described.”
2.2.2. The Theory of Local Beables
“Ordinary quantum mechanics, even the relativistic quantum field theory, is not locally causal in the sense of (2).”
“So quantum mechanics is not embeddable in a locally causal theory as formulated above.”
Above, “properties alien to the original system” rigorously mean variables that do not legitimately pertain to quantum mechanics. Although some have observed that the hidden variables can include the quantum state Norsen (2011); Gisin (2012); Laudisa (2018), the problem persists with the other “additional variables”. As we explain in the section 3.1.3, the Bell inequality cannot be formulated without additional variables foreign to quantum mechanics, notwithstanding that one of those variables may include the quantum state as indicated by Bell himself Bell (1981).“Thus whatever is proved is not a feature of quantum mechanics, but is a property of a theory that tries to combine quantum theory with quasi-classical features that go beyond what is entailed by quantum theory itself. One cannot logically prove properties of a system by establishing, instead, properties of a system modified by adding properties alien to the original system.”
2.2.3. Bertlmann’s Socks
That is why he spent great effort explaining the difference between quantum and classical entanglement through naive analogies, such as those of Mr. Bertlmann’s socks.“...are nontechnical introductions to the subject. They are meant to be intelligible to nonphysicists.”
2.2.4. La nouvelle Cuisine
Although we could force the former statement to interpret that it means that quantum mechanics itself is nonlocal, the order in which he presents his argument does not favor that interpretation. First, he unambiguously established quantum nonlocality without any inequality and then, in a separate section, proved the impossibility of a local completion through his inequality, clearly separating the arguments.“Quantum mechanics cannot be embedded in a locally causal theory”
2.2.5. Further Writings
Despite the paper’s title being Locality in quantum mechanics: reply to critics, it is remarkable that he referred to his theorem as “a theorem of mine on hidden variables” instead of “a theorem of mine on quantum nonlocality.” Again, although both subjects are intertwined, he carefully maintained a distinction.The editor has asked me to reply to a paper, by G. Lochak, refuting a theorem of mine on hidden variables.
Once more, his expression again clearly shows that he considered the statement “quantum mechanics is not locally causal” to be different from the assertion “cannot be embedded in a locally causal theory”, which he usually concluded from his inequality violations Bell et al. (1985); Bell (2001).It has been argued that quantum mechanics is not locally causal and cannot be embedded in a locally causal theory
3. Bell’s Proof of Quantum Nonlocality
- A formal definition of locality that is directly applicable to quantum mechanics. He called it local causality (LC).
- An argument showing that quantum mechanics violates LC and hence is nonlocal. Bell presented his nonlocality argument before formulating his inequality, therefore, despite the usual belief, the former cannot be considered a consequence of the latter.
- A justification for assuming statistical independence (SI) in his hidden variable model. In 1964, SI was an ad hoc implicit assumption.
- An absence of any reference to the EPR paper.
3.1. Local Causality and Quantum Nonlocality
3.1.1. Local Causality
3.1.2. Quantum Nonlocality
3.1.3. The Endemic Logical Loophole and the Gist of the Controversy
- The proof of any property based on (6) is not a property that can be unambiguously ascribed to quantum mechanics.
3.2. Statistical Independence
3.3. The EPR Paper
Einstein based his argument for incompleteness on his separation principle and avoided reference to the reality criterion. Thus, it is worth noticing that Einstein and Bell distanced themselves from the excessive metaphysical baggage carried with the EPR elements of physical reality. Even in 1964, when Bell referenced the EPR article, he never mentioned the elements of physical reality.“But still it has not come out as well as I really wanted; on the contrary, the main point was, so to speak, buried by erudition.”
4. Quantum Locality
4.1. Rejecting Local Causality
4.2. Rejecting Causation
4.3. Completing Quantum Mechanics
5. Conclusions
6. Epilogue
Appendix A. Local Causality
Appendix B. Common Causes Meaning
- Bell’s 1964 theorem was based on the EPR reasoning and a deterministic hidden variable model. Therefore, it is common to interpret the hidden variables as pre-existing elements of physical reality.
- The former interpretation is reinforced by the inclusion in Bell’s 1964 paper of a “local realistic” concrete example where is identified with a pre-existing spin vector.
- As observed by Norsen Norsen (2011), local causality is a little-known concept, consequently so is the fact that local causality is not based on determinism and directly applies to quantum mechanics avoiding ontological commitments.
“It is notable that in this argument nothing is said about the locality, or even localizability, of the variable . These variables could well include, for example, quantum mechanical state vectors, which have no particular localization in ordinary space-time.”
Appendix C. Formal Proof of Quantum Nonlocality
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| 1 | Non-conspiratorial means the statistical independence hypothesis is assumed. |
| 2 | Unfortunately the EPR paper is inextricably related to the “elements of physical reality” that neither Einstein nor Bell used as arguments of quantum nonlocality. This point is discussed in Refs. Goldstein (2024); Howard (1985). |
| 3 | Bell’s work is reproduced in Bell et al. (1985). |
| 4 | Einstein’s argument is reproduced by Laudisa Laudisa (2019) and also by Harrigan and Spekkens Harrigan and Spekkens (2010). |
| 5 | In case many common causes are required, represents a vector variable. |
| 6 | Note that the distribution function of the common causes is irrelevant for the definition of local causality. is necessary only to derive the Bell inequality. |
| 7 | Jarrett used the terms “locality” and “completeness”, implying that PI alone is locality. Shimony terminology is better because it is more neutral. |
| 8 | In our opinion, the most baffling is the counterfactual definiteness assumption which should not be confused with the rational application of counterfactual reasoning Lambare (2022). |
| 9 | By superdeterminism, we mean violating the mathematical condition (8) without implying any particular interpretation regarding its admissibility. |
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