Microinstabilities exhibit a rich variety of behavior in stellarators due to the many degrees of freedom in the magnetic geometry. It has recently been found that certain stellarators (quasi-isodynamic ones with maximum-$J$ geometry) are partly resil
ient to trapped-particle instabilities, because fast-bouncing particles tend to extract energy from these modes near marginal stability. In reality, stellarators are never perfectly quasi-isodynamic, and the question thus arises whether they still benefit from enhanced stability. Here the stability properties of Wendelstein 7-X and a more quasi-isodynamic configuration, QIPC, are investigated numerically and compared with the National Compact Stellarator Experiment (NCSX) and the DIII-D tokamak. In gyrokinetic simulations, performed with the gyrokinetic code GENE in the electrostatic and collisionless approximation, ion-temperature-gradient modes, trapped-electron modes and mixed-type instabilities are studied. Wendelstein 7-X and QIPC exhibit significantly reduced growth rates for all simulations that include kinetic electrons, and the latter are indeed found to be stabilizing in the energy budget. These results suggest that imperfectly optimized stellarators can retain most of the stabilizing properties predicted for perfect maximum-$J$ configurations.
This is the first of two papers about collisionless, electrostatic micro-instabilities in stellarators, with an emphasis on trapped-particle modes. It is found that, in so-called maximum-$J$ configurations, trapped-particle instabilities are absent i
n large regions of parameter space. Quasi-isodynamic stellarators have this property (approximately), and the theory predicts that trapped electrons are stabilizing to all eigenmodes with frequencies below the electron bounce frequency. The physical reason is that the bounce-averaged curvature is favorable for all orbits, and that trapped electrons precess in the direction opposite to that in which drift waves propagate, thus precluding wave-particle resonance. These considerations only depend on the electrostatic energy balance, and are independent of all geometric properties of the magnetic field other than the maximum-$J$ condition. However, if the aspect ratio is large and the instability phase velocity differs greatly from the electron and ion thermal speeds, it is possible to derive a variational form for the frequency showing that stability prevails in a yet larger part of parameter space than what follows from the energy argument. Collisionless trapped-electron modes should therefore be more stable in quasi-isodynamic stellarators than in tokamaks.
