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Luminiferous Aether

Luminiferous aether or ether ("luminiferous", meaning "light-bearing") was the postulated medium for the propagation of light. It was invoked to explain the ability of the apparently wave-based light to propagate through empty space, something that waves should not be able to do. The assumption of a spatial plenum of luminiferous aether, rather than a spatial vacuum, provided the theoretical medium that was required by wave theories of light. The aether hypothesis was the topic of considerable debate throughout its history, as it required the existence of an invisible and infinite material with no interaction with physical objects. As the nature of light was explored, especially in the 19th century, the physical qualities required of an aether became increasingly contradictory. By the late 1800s, the existence of the aether was being questioned, although there was no physical theory to replace it. The negative outcome of the Michelson–Morley experiment (1887) suggested that the aether did not exist, a finding that was confirmed in subsequent experiments through the 1920s. This led to considerable theoretical work to explain the propagation of light without an aether. A major breakthrough was the theory of relativity, which could explain why the experiment failed to see aether, but was more broadly interpreted to suggest that it was not needed. The Michelson-Morley experiment, along with the blackbody radiator and photoelectric effect, was a key experiment in the development of modern physics, which includes both relativity and quantum theory, the latter of which explains the particle-like nature of light.

physical theory physical qualities photoelectric

1. The History of Light and Aether

1.1. Particles vs. Waves

In the 17th century, Robert Boyle was a proponent of an aether hypothesis. According to Boyle, the aether consists of subtle particles, one sort of which explains the absence of vacuum and the mechanical interactions between bodies, and the other sort of which explains phenomena such as magnetism (and possibly gravity) that are, otherwise, inexplicable on the basis of purely mechanical interactions of macroscopic bodies, "though in the ether of the ancients there was nothing taken notice of but a diffused and very subtle substance; yet we are at present content to allow that there is always in the air a swarm of steams moving in a determinate course between the north pole and the south".[1]

Christiaan Huygens's Treatise on Light (1690) hypothesized that light is a wave propagating through an aether. He and Isaac Newton could only envision light waves as being longitudinal, propagating like sound and other mechanical waves in fluids. However, longitudinal waves necessarily have only one form for a given propagation direction, rather than two polarizations like transverse wave. Thus, longitudinal waves can not explain birefringence, in which two polarizations of light are refracted differently by a crystal. In addition, Newton rejected light as waves in a medium because such a medium would have to extend everywhere in space, and would thereby "disturb and retard the Motions of those great Bodies" (the planets and comets) and thus "as it [light's medium] is of no use, and hinders the Operation of Nature, and makes her languish, so there is no evidence for its Existence, and therefore it ought to be rejected".

Isaac Newton contended that light is made up of numerous small particles. This can explain such features as light's ability to travel in straight lines and reflect off surfaces. Newton imagined that light particles as non-spherical "corpuscles", with different "sides" that give rise to birefringence. But the particle theory of light can not satisfactorily explain refraction and diffraction. To explain refraction, Newton's Third Book of Opticks (1st ed. 1704, 4th ed. 1730) postulated an "aethereal medium" transmitting vibrations faster than light, by which light, when overtaken, is put into "Fits of easy Reflexion and easy Transmission", which caused refraction and diffraction. Newton believed that these vibrations were related to heat radiation:

Is not the Heat of the warm Room convey'd through the vacuum by the Vibrations of a much subtiler Medium than Air, which after the Air was drawn out remained in the Vacuum? And is not this Medium the same with that Medium by which Light is refracted and reflected, and by whose Vibrations Light communicates Heat to Bodies, and is put into Fits of easy Reflexion and easy Transmission?[2]:349

In contrast to the modern understanding that heat radiation and light are both electromagnetic radiation, Newton viewed heat and light as two different phenomena. He believed heat vibrations to be excited "when a Ray of Light falls upon the Surface of any pellucid Body".[2]:348 He wrote, "I do not know what this Aether is", but that if it consists of particles then they must be

exceedingly smaller than those of Air, or even than those of Light: The exceeding smallness of its Particles may contribute to the greatness of the force by which those Particles may recede from one another, and thereby make that Medium exceedingly more rare and elastic than Air, and by consequence exceedingly less able to resist the motions of Projectiles, and exceedingly more able to press upon gross Bodies, by endeavoring to expand itself.[2]:352

1.2. Bradley Suggests Particles

In 1720, James Bradley carried out a series of experiments attempting to measure stellar parallax by taking measurements of stars at different times of the year. As the Earth moves around the sun, the apparent angle to a given distant spot changes. By measuring those angles the distance to the star can be calculated based on the known orbital circumference of the Earth around the sun. He failed to detect any parallax, thereby placing a lower limit on the distance to stars.

During these experiments, Bradley also discovered a related effect; the apparent positions of the stars did change over the year, but not as expected. Instead of the apparent angle being maximized when the Earth was at either end of its orbit with respect to the star, the angle was maximized when the Earth was at its fastest sideways velocity with respect to the star. This effect is now known as stellar aberration.

Bradley explained this effect in the context of Newton's corpuscular theory of light, by showing that the aberration angle was given by simple vector addition of the Earth's orbital velocity and the velocity of the corpuscles of light, just as vertically falling raindrops strike a moving object at an angle. Knowing the Earth's velocity and the aberration angle, this enabled him to estimate the speed of light.

Explaining stellar aberration in the context of an aether-based theory of light was regarded as more problematic. As the aberration relied on relative velocities, and the measured velocity was dependent on the motion of the Earth, the aether had to be remaining stationary with respect to the star as the Earth moved through it. This meant that the Earth could travel through the aether, a physical medium, with no apparent effect – precisely the problem that led Newton to reject a wave model in the first place.

1.3. Wave-Theory Triumphs

A century later, Thomas Young[3] and Augustin-Jean Fresnel revived the wave theory of light when they pointed out that light could be a transverse wave rather than a longitudinal wave; the polarization of a transverse wave (like Newton's "sides" of light) could explain birefringence, and in the wake of a series of experiments on diffraction the particle model of Newton was finally abandoned. Physicists assumed, moreover, that like mechanical waves, light waves required a medium for propagation, and thus required Huygens's idea of an aether "gas" permeating all space.

However, a transverse wave apparently required the propagating medium to behave as a solid, as opposed to a gas or fluid. The idea of a solid that did not interact with other matter seemed a bit odd, and Augustin-Louis Cauchy suggested that perhaps there was some sort of "dragging", or "entrainment", but this made the aberration measurements difficult to understand. He also suggested that the absence of longitudinal waves suggested that the aether had negative compressibility. George Green pointed out that such a fluid would be unstable. George Gabriel Stokes became a champion of the entrainment interpretation, developing a model in which the aether might be (by analogy with pine pitch) rigid at very high frequencies and fluid at lower speeds. Thus the Earth could move through it fairly freely, but it would be rigid enough to support light.

1.4. Electromagnetism

In 1856, Wilhelm Eduard Weber and Rudolf Kohlrausch measured the numerical value of the ratio of the electrostatic unit of charge to the electromagnetic unit of charge. They found that the ratio equals the product of the speed of light and the square root of two. The following year, Gustav Kirchhoff wrote a paper in which he showed that the speed of a signal along an electric wire was equal to the speed of light. These are the first recorded historical links between the speed of light and electromagnetic phenomena.

James Clerk Maxwell began working on Michael Faraday's lines of force. In his 1861 paper On Physical Lines of Force he modelled these magnetic lines of force using a sea of molecular vortices that he considered to be partly made of aether and partly made of ordinary matter. He derived expressions for the dielectric constant and the magnetic permeability in terms of the transverse elasticity and the density of this elastic medium. He then equated the ratio of the dielectric constant to the magnetic permeability with a suitably adapted version of Weber and Kohlrausch's result of 1856, and he substituted this result into Newton's equation for the speed of sound. On obtaining a value that was close to the speed of light as measured by Hippolyte Fizeau, Maxwell concluded that light consists in undulations of the same medium that is the cause of electric and magnetic phenomena.[4][5][6][7]

Maxwell had, however, expressed some uncertainties surrounding the precise nature of his molecular vortices and so he began to embark on a purely dynamical approach to the problem. He wrote another paper in 1864, entitled "A Dynamical Theory of the Electromagnetic Field", in which the details of the luminiferous medium were less explicit.[8] Although Maxwell did not explicitly mention the sea of molecular vortices, his derivation of Ampère's circuital law was carried over from the 1861 paper and he used a dynamical approach involving rotational motion within the electromagnetic field which he likened to the action of flywheels. Using this approach to justify the electromotive force equation (the precursor of the Lorentz force equation), he derived a wave equation from a set of eight equations which appeared in the paper and which included the electromotive force equation and Ampère's circuital law.[8] Maxwell once again used the experimental results of Weber and Kohlrausch to show that this wave equation represented an electromagnetic wave that propagates at the speed of light, hence supporting the view that light is a form of electromagnetic radiation.

The apparent need for a propagation medium for such Hertzian waves can be seen by the fact that they consist of orthogonal electric (E) and magnetic (B or H) waves. The E waves consist of undulating dipolar electric fields, and all such dipoles appeared to require separated and opposite electric charges. Electric charge is an inextricable property of matter, so it appeared that some form of matter was required to provide the alternating current that would seem to have to exist at any point along the propagation path of the wave. Propagation of waves in a true vacuum would imply the existence of electric fields without associated electric charge, or of electric charge without associated matter. Albeit compatible with Maxwell's equations, electromagnetic induction of electric fields could not be demonstrated in vacuum, because all methods of detecting electric fields required electrically charged matter.

In addition, Maxwell's equations required that all electromagnetic waves in vacuum propagate at a fixed speed, c. As this can only occur in one reference frame in Newtonian physics (see Galilean relativity), the aether was hypothesized as the absolute and unique frame of reference in which Maxwell's equations hold. That is, the aether must be "still" universally, otherwise c would vary along with any variations that might occur in its supportive medium. Maxwell himself proposed several mechanical models of aether based on wheels and gears, and George Francis FitzGerald even constructed a working model of one of them. These models had to agree with the fact that the electromagnetic waves are transverse but never longitudinal.

1.5. Problems

By this point the mechanical qualities of the aether had become more and more magical: it had to be a fluid in order to fill space, but one that was millions of times more rigid than steel in order to support the high frequencies of light waves. It also had to be massless and without viscosity, otherwise it would visibly affect the orbits of planets. Additionally it appeared it had to be completely transparent, non-dispersive, incompressible, and continuous at a very small scale. Maxwell wrote in Encyclopædia Britannica:[9]

Aethers were invented for the planets to swim in, to constitute electric atmospheres and magnetic effluvia, to convey sensations from one part of our bodies to another, and so on, until all space had been filled three or four times over with aethers. ... The only aether which has survived is that which was invented by Huygens to explain the propagation of light.

Contemporary scientists were aware of the problems, but aether theory was so entrenched in physical law by this point that it was simply assumed to exist. In 1908 Oliver Lodge gave a speech on behalf of Lord Rayleigh [10] to the Royal Institution on this topic, in which he outlined its physical properties, and then attempted to offer reasons why they were not impossible. Nevertheless, he was also aware of the criticisms, and quoted Lord Salisbury as saying that "aether is little more than a nominative case of the verb to undulate". Others criticized it as an "English invention", although Rayleigh jokingly stated it was actually an invention of the Royal Institution.[11]

By the early 20th century, aether theory was in trouble. A series of increasingly complex experiments had been carried out in the late 19th century to try to detect the motion of the Earth through the aether, and had failed to do so. A range of proposed aether-dragging theories could explain the null result but these were more complex, and tended to use arbitrary-looking coefficients and physical assumptions. Lorentz and FitzGerald offered within the framework of Lorentz ether theory a more elegant solution to how the motion of an absolute aether could be undetectable (length contraction), but if their equations were correct, the new special theory of relativity (1905) could generate the same mathematics without referring to an aether at all. Aether fell to Occam's Razor.[4][5][6][7]

2. Relative Motion Between the Earth and Aether

2.1. Aether Drag

The two most important models, which were aimed to describe the relative motion of the Earth and aether, were Augustin-Jean Fresnel's (1818) model of the (nearly) stationary aether including a partial aether drag determined by Fresnel's dragging coefficient,[12] and George Gabriel Stokes' (1844)[13] model of complete aether drag. The latter theory was not considered as correct, since it was not compatible with the aberration of light, and the auxiliary hypotheses developed to explain this problem were not convincing. Also, subsequent experiments as the Sagnac effect (1913) also showed that this model is untenable. However, the most important experiment supporting Fresnel's theory was Fizeau's 1851 experimental confirmation of Fresnel's 1818 prediction that a medium with refractive index n moving with a velocity v would increase the speed of light travelling through the medium in the same direction as v from c/n to:[14][15]

[math]\displaystyle{ \frac{c}{n} + \left( 1 - \frac{1}{n^2} \right) v. }[/math]

That is, movement adds only a fraction of the medium's velocity to the light (predicted by Fresnel in order to make Snell's law work in all frames of reference, consistent with stellar aberration). This was initially interpreted to mean that the medium drags the aether along, with a portion of the medium's velocity, but that understanding became very problematic after Wilhelm Veltmann demonstrated that the index n in Fresnel's formula depended upon the wavelength of light, so that the aether could not be moving at a wavelength-independent speed. This implied that there must be a separate aether for each of the infinitely many frequencies.

2.2. Negative Aether-Drift Experiments

The key difficulty with Fresnel's aether hypothesis arose from the juxtaposition of the two well-established theories of Newtonian dynamics and Maxwell's electromagnetism. Under a Galilean transformation the equations of Newtonian dynamics are invariant, whereas those of electromagnetism are not. Basically this means that while physics should remain the same in non-accelerated experiments, light would not follow the same rules because it is travelling in the universal "aether frame". Some effect caused by this difference should be detectable.

A simple example concerns the model on which aether was originally built: sound. The speed of propagation for mechanical waves, the speed of sound, is defined by the mechanical properties of the medium. Sound travels 4.3 times faster in water than in air. This explains why a person hearing an explosion underwater and quickly surfacing can hear it again as the slower travelling sound arrives through the air. Similarly, a traveller on an airliner can still carry on a conversation with another traveller because the sound of words is travelling along with the air inside the aircraft. This effect is basic to all Newtonian dynamics, which says that everything from sound to the trajectory of a thrown baseball should all remain the same in the aircraft flying (at least at a constant speed) as if still sitting on the ground. This is the basis of the Galilean transformation, and the concept of frame of reference.

But the same was not supposed to be true for light, since Maxwell's mathematics demanded a single universal speed for the propagation of light, based, not on local conditions, but on two measured properties, the permittivity and permeability of free space, that were assumed to be the same throughout the universe. If these numbers did change, there should be noticeable effects in the sky; stars in different directions would have different colours, for instance.

Thus at any point there should be one special coordinate system, "at rest relative to the aether". Maxwell noted in the late 1870s that detecting motion relative to this aether should be easy enough—light travelling along with the motion of the Earth would have a different speed than light travelling backward, as they would both be moving against the unmoving aether. Even if the aether had an overall universal flow, changes in position during the day/night cycle, or over the span of seasons, should allow the drift to be detected.

First order experiments

Although the aether is almost stationary according to Fresnel, his theory predicts a positive outcome of aether drift experiments only to second order in [math]\displaystyle{ v/c }[/math], because Fresnel's dragging coefficient would cause a negative outcome of all optical experiments capable of measuring effects to first order in [math]\displaystyle{ v/c }[/math]. This was confirmed by the following first-order experiments, which all gave negative results. The following list is based on the description of Wilhelm Wien (1898), with changes and additional experiments according to the descriptions of Edmund Taylor Whittaker (1910) and Jakob Laub (1910):[4][16][17]

  • The experiment of François Arago (1810), to confirm whether refraction, and thus the aberration of light, is influenced by Earth's motion. Similar experiments were conducted by George Biddell Airy (1871) by means of a telescope filled with water, and Éleuthère Mascart (1872).[18][19][20]
  • The experiment of Fizeau (1860), to find whether the rotation of the polarization plane through glass columns is changed by Earth's motion. He obtained a positive result, but Lorentz could show that the results have been contradictory. DeWitt Bristol Brace (1905) and Strasser (1907) repeated the experiment with improved accuracy, and obtained negative results.[21][22][23]
  • The experiment of Martin Hoek (1868). This experiment is a more precise variation of the Fizeau experiment (1851). Two light rays were sent in opposite directions – one of them traverses a path filled with resting water, the other one follows a path through air. In agreement with Fresnel's dragging coefficient, he obtained a negative result.[24]
  • The experiment of Wilhelm Klinkerfues (1870) investigated whether an influence of Earth's motion on the absorption line of sodium exists. He obtained a positive result, but this was shown to be an experimental error, because a repetition of the experiment by Haga (1901) gave a negative result.[25][26]
  • The experiment of Ketteler (1872), in which two rays of an interferometer were sent in opposite directions through two mutually inclined tubes filled with water. No change of the interference fringes occurred. Later, Mascart (1872) showed that the interference fringes of polarized light in calcite remained uninfluenced as well.[27][28]
  • The experiment of Éleuthère Mascart (1872) to find a change of rotation of the polarization plane in quartz. No change of rotation was found when the light rays had the direction of Earth's motion and then the opposite direction. Lord Rayleigh conducted similar experiments with improved accuracy, and obtained a negative result as well.[20][28][29]

Besides those optical experiments, also electrodynamic first-order experiments were conducted, which should have led to positive results according to Fresnel. However, Hendrik Antoon Lorentz (1895) modified Fresnel's theory and showed that those experiments can be explained by a stationary aether as well:[30]

  • The experiment of Wilhelm Röntgen (1888), to find whether a charged condenser produces magnetic forces due to Earth's motion.[31]
  • The experiment of Theodor des Coudres (1889), to find whether the inductive effect of two wire rolls upon a third one is influenced by the direction of Earth's motion. Lorentz showed that this effect is cancelled to first order by the electrostatic charge (produced by Earth's motion) upon the conductors.[32]
  • The experiment of Königsberger (1905). The plates of a condenser are located in the field of a strong electromagnet. Due to Earth's motion, the plates should have become charged. No such effect was observed.[33]
  • The experiment of Frederick Thomas Trouton (1902). A condenser was brought parallel to Earth's motion, and it was assumed that momentum is produced when the condenser is charged. The negative result can be explained by Lorentz's theory, according to which the electromagnetic momentum compensates the momentum due to Earth's motion. Lorentz could also show, that the sensitivity of the apparatus was much too low to observe such an effect.[34]

Second order experiments

The Michelson–Morley experiment compared the time for light to reflect from mirrors in two orthogonal directions.

While the first-order experiments could be explained by a modified stationary aether, more precise second-order experiments were expected to give positive results, however, no such results could be found.

The famous Michelson–Morley experiment compared the source light with itself after being sent in different directions, looking for changes in phase in a manner that could be measured with extremely high accuracy. In this experiment, their goal was to determine the velocity of the Earth through the aether.[35][36] The publication of their result in 1887, the null result, was the first clear demonstration that something was seriously wrong with the aether hypothesis (Michelson's first experiment in 1881 was not entirely conclusive). In this case the MM experiment yielded a shift of the fringing pattern of about 0.01 of a fringe, corresponding to a small velocity. However, it was incompatible with the expected aether wind effect due to the Earth's (seasonally varying) velocity which would have required a shift of 0.4 of a fringe, and the error was small enough that the value may have indeed been zero. Therefore, the null hypothesis, the hypothesis that there was no aether wind, could not be rejected. More modern experiments have since reduced the possible value to a number very close to zero, about 10−17.

It is obvious from what has gone before that it would be hopeless to attempt to solve the question of the motion of the solar system by observations of optical phenomena at the surface of the earth.
—A. Michelson and E. Morley. "On the Relative Motion of the Earth and the Luminiferous Æther". Phil. Mag. S. 5. Vol. 24. No. 151. Dec. 1887.[37]

A series of experiments using similar but increasingly sophisticated apparatuses all returned the null result as well. Conceptually different experiments that also attempted to detect the motion of the aether were the Trouton–Noble experiment (1903),[38] whose objective was to detect torsion effects caused by electrostatic fields, and the experiments of Rayleigh and Brace (1902, 1904),[39][40] to detect double refraction in various media. However, all of them obtained a null result, like Michelson–Morley (MM) previously did.

These "aether-wind" experiments led to a flurry of efforts to "save" aether by assigning to it ever more complex properties, while only few scientists, like Emil Cohn or Alfred Bucherer, considered the possibility of the abandonment of the aether hypothesis. Of particular interest was the possibility of "aether entrainment" or "aether drag", which would lower the magnitude of the measurement, perhaps enough to explain the results of the Michelson-Morley experiment. However, as noted earlier, aether dragging already had problems of its own, notably aberration. In addition, the interference experiments of Lodge (1893, 1897) and Ludwig Zehnder (1895), aimed to show whether the aether is dragged by various, rotating masses, showed no aether drag.[41][42][43] A more precise measurement was made in the Hammar experiment (1935), which ran a complete MM experiment with one of the "legs" placed between two massive lead blocks.[44] If the aether was dragged by mass then this experiment would have been able to detect the drag caused by the lead, but again the null result was achieved. The theory was again modified, this time to suggest that the entrainment only worked for very large masses or those masses with large magnetic fields. This too was shown to be incorrect by the Michelson–Gale–Pearson experiment, which detected the Sagnac effect due to Earth's rotation (see Aether drag hypothesis).

Another, completely different attempt to save "absolute" aether was made in the Lorentz–FitzGerald contraction hypothesis, which posited that everything was affected by travel through the aether. In this theory the reason the Michelson–Morley experiment "failed" was that the apparatus contracted in length in the direction of travel. That is, the light was being affected in the "natural" manner by its travel through the aether as predicted, but so was the apparatus itself, cancelling out any difference when measured. FitzGerald had inferred this hypothesis from a paper by Oliver Heaviside. Without referral to an aether, this physical interpretation of relativistic effects was shared by Kennedy and Thorndike in 1932 as they concluded that the interferometer's arm contracts and also the frequency of its light source "very nearly" varies in the way required by relativity.[45][46]

Similarly the Sagnac effect, observed by G. Sagnac in 1913, was immediately seen to be fully consistent with special relativity.[47][48] In fact, the Michelson-Gale-Pearson experiment in 1925 was proposed specifically as a test to confirm the relativity theory, although it was also recognized that such tests, which merely measure absolute rotation, are also consistent with non-relativistic theories.[49]

During the 1920s, the experiments pioneered by Michelson were repeated by Dayton Miller, who publicly proclaimed positive results on several occasions, although they were not large enough to be consistent with any known aether theory. However, other researchers were unable to duplicate Miller's claimed results. Over the years the experimental accuracy of such measurements has been raised by many orders of magnitude, and no trace of any violations of Lorentz invariance has been seen. (A later re-analysis of Miller's results concluded that he had underestimated the variations due to temperature.)

Since the Miller experiment and its unclear results there have been many more experimental attempts to detect the aether. Many experimenters have claimed positive results. These results have not gained much attention from mainstream science, since they contradict a large quantity of high-precision measurements, all the results of which were consistent with special relativity.[50]

3. Lorentz Aether Theory

Between 1892 and 1904, Hendrik Lorentz developed an electron-aether theory, in which he introduced a strict separation between matter (electrons) and aether. In his model the aether is completely motionless, and won't be set in motion in the neighborhood of ponderable matter. Contrary to earlier electron models, the electromagnetic field of the aether appears as a mediator between the electrons, and changes in this field cannot propagate faster than the speed of light. A fundamental concept of Lorentz's theory in 1895 was the "theorem of corresponding states" for terms of order v/c.[30] This theorem states that an observer moving relative to the aether makes the same observations as a resting observer, after a suitable change of variables. Lorentz noticed that it was necessary to change the space-time variables when changing frames and introduced concepts like physical length contraction (1892)[51] to explain the Michelson–Morley experiment, and the mathematical concept of local time (1895) to explain the aberration of light and the Fizeau experiment. This resulted in the formulation of the so-called Lorentz transformation by Joseph Larmor (1897, 1900)[52][53] and Lorentz (1899, 1904),[54][55] whereby (it was noted by Larmor) the complete formulation of local time is accompanied by some sort of time dilation of electrons moving in the aether. As Lorentz later noted (1921, 1928), he considered the time indicated by clocks resting in the aether as "true" time, while local time was seen by him as a heuristic working hypothesis and a mathematical artifice.[56][57] Therefore, Lorentz's theorem is seen by modern authors as being a mathematical transformation from a "real" system resting in the aether into a "fictitious" system in motion.[6][58][59]

The work of Lorentz was mathematically perfected by Henri Poincaré, who formulated on many occasions the Principle of Relativity and tried to harmonize it with electrodynamics. He declared simultaneity only a convenient convention which depends on the speed of light, whereby the constancy of the speed of light would be a useful postulate for making the laws of nature as simple as possible. In 1900 and 1904[60][61] he physically interpreted Lorentz's local time as the result of clock synchronization by light signals. In June and July 1905[62][63] he declared the relativity principle a general law of nature, including gravitation. He corrected some mistakes of Lorentz and proved the Lorentz covariance of the electromagnetic equations. However, he used the notion of an aether as a perfectly undetectable medium and distinguished between apparent and real time, so most historians of science argue that he failed to invent special relativity.[6][58][64]

4. End of Aether

4.1. Special Relativity

Aether theory was dealt another blow when the Galilean transformation and Newtonian dynamics were both modified by Albert Einstein's special theory of relativity, giving the mathematics of Lorentzian electrodynamics a new, "non-aether" context.[65] Unlike most major shifts in scientific thought, special relativity was adopted by the scientific community remarkably quickly, consistent with Einstein's later comment that the laws of physics described by the Special Theory were "ripe for discovery" in 1905.[66] Max Planck's early advocacy of the special theory, along with the elegant formulation given to it by Hermann Minkowski, contributed much to the rapid acceptance of special relativity among working scientists.

Einstein based his theory on Lorentz's earlier work. Instead of suggesting that the mechanical properties of objects changed with their constant-velocity motion through an undetectable aether, Einstein proposed to deduce the characteristics that any successful theory must possess in order to be consistent with the most basic and firmly established principles, independent of the existence of a hypothetical aether. He found that the Lorentz transformation must transcend its connection with Maxwell's equations, and must represent the fundamental relations between the space and time coordinates of inertial frames of reference. In this way he demonstrated that the laws of physics remained invariant as they had with the Galilean transformation, but that light was now invariant as well.

With the development of the special theory of relativity, the need to account for a single universal frame of reference had disappeared – and acceptance of the 19th-century theory of a luminiferous aether disappeared with it. For Einstein, the Lorentz transformation implied a conceptual change: that the concept of position in space or time was not absolute, but could differ depending on the observer's location and velocity.

Moreover, in another paper published the same month in 1905, Einstein made several observations on a then-thorny problem, the photoelectric effect. In this work he demonstrated that light can be considered as particles that have a "wave-like nature". Particles obviously do not need a medium to travel, and thus, neither did light. This was the first step that would lead to the full development of quantum mechanics, in which the wave-like nature and the particle-like nature of light are both considered as valid descriptions of light. A summary of Einstein's thinking about the aether hypothesis, relativity and light quanta may be found in his 1909 (originally German) lecture "The Development of Our Views on the Composition and Essence of Radiation".[67]

Lorentz on his side continued to use the aether hypothesis. In his lectures of around 1911, he pointed out that what "the theory of relativity has to say ... can be carried out independently of what one thinks of the aether and the time". He commented that "whether there is an aether or not, electromagnetic fields certainly exist, and so also does the energy of the electrical oscillations" so that, "if we do not like the name of 'aether', we must use another word as a peg to hang all these things upon". He concluded that "one cannot deny the bearer of these concepts a certain substantiality".[58][68]

4.2. Other models

In later years there have been a few individuals who advocated a neo-Lorentzian approach to physics, which is Lorentzian in the sense of positing an absolute true state of rest that is undetectable and which plays no role in the predictions of the theory. (No violations of Lorentz covariance have ever been detected, despite strenuous efforts.) Hence these theories resemble the 19th century aether theories in name only. For example, the founder of quantum field theory, Paul Dirac, stated in 1951 in an article in Nature, titled "Is there an Aether?" that "we are rather forced to have an aether".[69][70] However, Dirac never formulated a complete theory, and so his speculations found no acceptance by the scientific community.

4.3. Einstein's Views on the Aether

When Einstein was still a student in the Zurich Polytechnic in 1900, he was very interested in the idea of aether. His initial proposal of research thesis was to do an experiment to measure how fast the Earth was moving through the aether.[71] "The velocity of a wave is proportional to the square root of the elastic forces which cause [its] propagation, and inversely proportional to the mass of the aether moved by these forces."[72]

In 1916, after Einstein completed his foundational work on general relativity, Lorentz wrote a letter to him in which he speculated that within general relativity the aether was re-introduced. In his response Einstein wrote that one can actually speak about a "new aether", but one may not speak of motion in relation to that aether. This was further elaborated by Einstein in some semi-popular articles (1918, 1920, 1924, 1930).[73][74][75][76][77][78][79]

In 1918 Einstein publicly alluded to that new definition for the first time.[73] Then, in the early 1920s, in a lecture which he was invited to give at Lorentz's university in Leiden, Einstein sought to reconcile the theory of relativity with Lorentzian aether. In this lecture Einstein stressed that special relativity took away the last mechanical property of the aether: immobility. However, he continued that special relativity does not necessarily rule out the aether, because the latter can be used to give physical reality to acceleration and rotation. This concept was fully elaborated within general relativity, in which physical properties (which are partially determined by matter) are attributed to space, but no substance or state of motion can be attributed to that "aether" (by which he meant curved space-time).[74][79][80]

In another paper of 1924, named "Concerning the Aether", Einstein argued that Newton's absolute space, in which acceleration is absolute, is the "Aether of Mechanics". And within the electromagnetic theory of Maxwell and Lorentz one can speak of the "Aether of Electrodynamics", in which the aether possesses an absolute state of motion. As regards special relativity, also in this theory acceleration is absolute as in Newton's mechanics. However, the difference from the electromagnetic aether of Maxwell and Lorentz lies in the fact, that "because it was no longer possible to speak, in any absolute sense, of simultaneous states at different locations in the aether, the aether became, as it were, four-dimensional since there was no objective way of ordering its states by time alone". Now the "aether of special relativity" is still "absolute", because matter is affected by the properties of the aether, but the aether is not affected by the presence of matter. This asymmetry was solved within general relativity. Einstein explained that the "aether of general relativity" is not absolute, because matter is influenced by the aether, just as matter influences the structure of the aether.[75]

The only similarity of this relativistic aether concept with the classical aether models lies in the presence of physical properties in space, which can be identified through geodesics. As historians such as John Stachel argue, Einstein's views on the "new aether" are not in conflict with his abandonment of the aether in 1905. As Einstein himself pointed out, no "substance" and no state of motion can be attributed to that new aether. Einstein's use of the word "aether" found little support in the scientific community, and played no role in the continuing development of modern physics.[77][78][79]

5. Aether Concepts

  • Aether theories
  • Aether (classical element)
  • Aether drag hypothesis


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