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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 in 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.
Optimised stellarators and other magnetic-confinement devices having the property that the average magnetic curvature is favourable for all particle orbits are called maximum-$J$ devices, and have recently been shown to be immune to trapped-particle
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
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
It is shown that in perfectly quasi-isodynamic stellarators, trapped particles with a bounce frequency much higher than the frequency of the instability are stabilizing in the electrostatic and collisionless limit. The collisionless trapped-particle
Collisionless shocks play an important role in space and astrophysical plasmas by irreversibly converting the energy of the incoming supersonic plasma flows into other forms, including plasma heat, particle acceleration, and electromagnetic field ene