What this answers
This page answers "if X and Y are correlated, does X cause Y?" A correlation coefficient measures only the strength and direction of a statistical association. At least four distinct explanations, only one of which is a direct causal effect, can produce the same observed correlation.
Four explanations for the same correlation
X could genuinely cause Y. Alternatively, the direction could be reversed: Y could cause X, which is easy to overlook when the data are collected at a single point in time. A third variable could affect both X and Y independently, creating a correlation between them with no direct link at all, a pattern called confounding. Finally, a selected or non-random sample can create an apparent association that would not exist in the full population, and pure chance can produce an unusual pattern in any single sample, particularly a small one.
What actually supports a causal claim
Supporting a causal claim generally requires a randomized experiment, where assignment to conditions is controlled and not related to any other characteristic of the participants, or a well-justified quasi-experimental design that addresses confounding and reverse causation directly, such as a natural experiment with a credible comparison group. Time order, a plausible mechanism, and ruling out major confounders all strengthen a causal argument, but none of them come from the correlation coefficient itself.
Worked example
Ice cream sales and drowning incidents are positively correlated across months. Neither causes the other directly; a third variable, warm weather, increases both the number of people swimming and the number of people buying ice cream. Treating this correlation as evidence that ice cream causes drownings would be a confounding error, the kind this page is meant to help you avoid.
Assumption audit
Source
This explanation follows the standard causal-inference caveats in the NIST/SEMATECH e-Handbook of Statistical Methods and the shared statistical reasoning contract every StatReason engine is built against.
Limitations
This page explains why correlation alone cannot establish causation; it does not cover the specific statistical methods, such as randomized controlled trials or instrumental variable analysis, used to support causal claims in practice.