Is Knowledge All Large Language Models Needed for Causal Reasoning?

This paper explores the causal reasoning of LLMs to enhance their interpretability and reliability in advancing artificial intelligence. Despite the proficiency of LLMs in a range of tasks, their potential for understanding causality requires further exploration. We propose a novel causal attribution model that utilizes "do-operators" for constructing counterfactual scenarios, allowing us to systematically quantify the influence of input numerical data and LLMs' pre-existing knowledge on their causal reasoning processes. Our newly developed experimental setup assesses LLMs' reliance on contextual information and inherent knowledge across various domains. Our evaluation reveals that LLMs' causal reasoning ability depends on the context and domain-specific knowledge provided, and supports the argument that "knowledge is, indeed, what LLMs principally require for sound causal reasoning". On the contrary, in the absence of knowledge, LLMs still maintain a degree of causal reasoning using the available numerical data, albeit with limitations in the calculations.