The universal instability has recently been revived by Landreman, Antonsen and Dorland [1], who showed that it indeed exists in plasma geometries with straight (but sheared) magnetic field lines. Here it is demonstrated analytically that this instabi
lity can be present in more general sheared and toroidal geometries. In a torus, the universal instability is shown to be closely related to the trapped-electron mode, although the trapped-electron drive is usually dominant. However, this drive can be weakened or eliminated, as in the case in stellarators with the maximum-$J$ property, leaving the parallel Landau resonance to drive a residual mode, which is identified as the universal instability.
The electromagnetic theory of the strongly driven ion-temperature-gradient (ITG) instability in magnetically confined toroidal plasmas is developed. Stabilizing and destabilizing effects are identified, and a critical $beta_{e}$ (the ratio of the ele
ctron to magnetic pressure) for stabilization of the toroidal branch of the mode is calculated for magnetic equilibria independent of the coordinate along the magnetic field. Its scaling is $beta_{e}sim L_{Te}/R,$ where $L_{Te}$ is the characteristic electron temperature gradient length, and $R$ the major radius of the torus. We conjecture that a fast particle population can cause a similar stabilization due to its contribution to the equilibrium pressure gradient. For sheared equilibria, the boundary of marginal stability of the electromagnetic correction to the electrostatic mode is also given. For a general magnetic equilibrium, we find a critical length (for electromagnetic stabilization) of the extent of the unfavourable curvature along the magnetic field. This is a decreasing function of the local magnetic shear.
We investigate the linear theory of the ion-temperature-gradient (ITG) mode, with the goal of developing a general understanding that may be applied to stellarators. We highlight the Wendelstein 7X (W7-X) device. Simple fluid and kinetic models that
follow closely from existing literature are reviewed and two new first-principle models are presented and compared with results from direct numerical simulation. One model investigates the effect of regions of strong localized shear, which are generic to stellarator equilibria. These shear spikes are found to have a potentially significant stabilizing affect on the mode; however, the effect is strongest at short wavelengths perpendicular to the magnetic field, and it is found to be significant only for the fastest growing modes in W7-X. A second model investigates the long-wavelength limit for the case of negligible global magnetic shear. The analytic calculation reveals that the effect of the curvature drive enters at second order in the drift frequency, confirming conventional wisdom that the ITG mode is slab-like at long wavelengths. Using flux tube simulations of a zero-shear W7-X configuration, we observe a close relationship to an axisymmetric configuration at a similar parameter point. It is concluded that scale lengths of the equilibrium gradients constitute a good parameter space to characterize the ITG mode. Thus, to optimize the magnetic geometry for ITG mode stability, it may be fruitful to focus on local parameters, such as the magnitude of bad curvature, connection length, and local shear at locations of bad curvature (where the ITG mode amplitude peaks).
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.
