# Correlation or Causation: Analyzing the Causal Structures of LLM and LRM Reasoning Process

arXiv: https://arxiv.org/abs/2509.17380 · HTML: https://mlsanity.com/paper/2509.17380/

## Key facts

- Cited by 3 papers in the map (data through 14 Oct 2026).
- Placed in Causal reasoning in LLMs, one of 17 directions in LLM reasoning.
- Builds on 59 of its 70 references that are in the map.
- First posted on arXiv 22 Sep 2025.

## Placed in

- LLM reasoning / [Causal reasoning in LLMs](https://mlsanity.com/lr/causal-reasoning-in-llms/)

## Builds on (most cited first, 30 of 59)

- [GPT-4 Technical Report](https://mlsanity.com/paper/2303.08774/) (2023)
- [Training language models to follow instructions with human feedback](https://mlsanity.com/paper/2203.02155/) (2022)
- [Llama 2: Open Foundation and Fine-Tuned Chat Models](https://mlsanity.com/paper/2307.09288/) (2023)
- [Chain-of-Thought Prompting Elicits Reasoning in Large Language Models](https://mlsanity.com/paper/2201.11903/) (2022)
- [Training Verifiers to Solve Math Word Problems](https://mlsanity.com/paper/2110.14168/) (2021)
- [DeepSeekMath: Pushing the Limits of Mathematical Reasoning in Open Language Models](https://mlsanity.com/paper/2402.03300/) (2024)
- [Qwen3 Technical Report](https://mlsanity.com/paper/2505.09388/) (2025)
- [DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning](https://mlsanity.com/paper/2501.12948/) (2025)
- [Efficient Memory Management for Large Language Model Serving with PagedAttention](https://mlsanity.com/paper/2309.06180/) (2023)
- [Self-Consistency Improves Chain of Thought Reasoning in Language Models](https://mlsanity.com/paper/2203.11171/) (2022)
- [Qwen2.5 Technical Report](https://mlsanity.com/paper/2412.15115/) (2024)
- [Large Language Models are Zero-Shot Reasoners](https://mlsanity.com/paper/2205.11916/) (2022)
- [Gemini 2.5: Pushing the Frontier with Advanced Reasoning, Multimodality, Long Context, and Next Generation Agentic Capabilities](https://mlsanity.com/paper/2507.06261/) (2025)
- [Let's Verify Step by Step](https://mlsanity.com/paper/2305.20050/) (2023)
- [Finetuned Language Models Are Zero-Shot Learners](https://mlsanity.com/paper/2109.01652/) (2021)
- [Tree of Thoughts: Deliberate Problem Solving with Large Language Models](https://mlsanity.com/paper/2305.10601/) (2023)
- [Mistral 7B](https://mlsanity.com/paper/2310.06825/) (2023)
- [GPQA: A Graduate-Level Google-Proof Q&A Benchmark](https://mlsanity.com/paper/2311.12022/) (2023)
- [DAPO: An Open-Source LLM Reinforcement Learning System at Scale](https://mlsanity.com/paper/2503.14476/) (2025)
- [MMLU-Pro: A More Robust and Challenging Multi-Task Language Understanding Benchmark](https://mlsanity.com/paper/2406.01574/) (2024)
- [Understanding R1-Zero-Like Training: A Critical Perspective](https://mlsanity.com/paper/2503.20783/) (2025)
- [s1: Simple test-time scaling](https://mlsanity.com/paper/2501.19393/) (2025)
- [Language Models Don't Always Say What They Think: Unfaithful Explanations in Chain-of-Thought Prompting](https://mlsanity.com/paper/2305.04388/) (2023)
- [Does Reinforcement Learning Really Incentivize Reasoning Capacity in LLMs Beyond the Base Model?](https://mlsanity.com/paper/2504.13837/) (2025)
- [Group Sequence Policy Optimization](https://mlsanity.com/paper/2507.18071/) (2025)
- [Measuring Faithfulness in Chain-of-Thought Reasoning](https://mlsanity.com/paper/2307.13702/) (2023)
- [SFT Memorizes, RL Generalizes: A Comparative Study of Foundation Model Post-training](https://mlsanity.com/paper/2501.17161/) (2025)
- [Plan-and-Solve Prompting: Improving Zero-Shot Chain-of-Thought Reasoning by Large Language Models](https://mlsanity.com/paper/2305.04091/) (2023)
- [GSM-Symbolic: Understanding the Limitations of Mathematical Reasoning in Large Language Models](https://mlsanity.com/paper/2410.05229/) (2024)
- [Towards Reasoning Era: A Survey of Long Chain-of-Thought for Reasoning Large Language Models](https://mlsanity.com/paper/2503.09567/) (2025)

## Built on by (most cited first, 3 of 3)

- [Agent Tools Orchestration Leaks More: Dataset, Benchmark, and Mitigation](https://mlsanity.com/paper/2512.16310/) (2025)
- [Why Do Large Language Models Generate Harmful Content?](https://mlsanity.com/paper/2604.11663/) (2026)
- [Semifactual Credit-Augmented Policy Optimization](https://mlsanity.com/paper/2609.40360/) (2026)

## Abstract (arXiv)

LLMs suffer from critical reasoning issues such as unfaithfulness, bias, and inconsistency, since they lack robust causal underpinnings and may rely on superficial correlations rather than genuine understanding. Successive LRMs have emerged as a promising alternative, leveraging advanced training techniques such as reinforcement learning (RL) and distillation to improve task accuracy. However, the impact of these training methods on causality remains largely unexplored. In this study, we conduct a systematic causal analysis on LLMs and LRMs, examining structural causal models (SCMs) of four key variables: problem instruction (Z), thinking process (T), reasoning steps (X), and answer (Y). Our findings reveal that RLVR-trained LRMs exhibit enhanced causal reasoning capabilities, aligning more closely with ideal causal structures, while LLMs and distilled LRMs fail to address causality-related deficiencies. Our further investigation indicates that RLVR reduces spurious correlations and strengthens genuine causal patterns, thereby mitigating unfaithfulness and bias. In addition, our inspection on the dynamics of the RLVR training process observes a high correlation between reduced spurious features and improved causal structures, where the causal relationships consistently improve in the training process. This study contributes to the understanding of causality in reasoning models, highlights the critical role of RLVR in enhancing causal reasoning, and provides insights for designing future AI systems with stronger causal foundations. We release our code and data at https://github.com/Harryking1999/CoT_Causal_Analysis.