The near-axis theory for quasi-isodynamic stellarator equilibria is reformulated in terms of geometric inputs to allow greater control of the 'direct construction' of quasi-isodynamic configurations and to facilitate understanding of the space of such equilibria. This includes a method to construct suitable magnetic axis curves by solving Frenet-Serret equations and an approach to controlling magnetic surface shaping at first order (plasma elongation), which previously has required careful parameter selection or additional optimisation steps. The approach is suitable for studying different classes of quasi-isodynamic stellarators including different axis 'helicities' and topologies (e.g. knotted solutions), and as the basis for future systematic surveys using higher order near-axis theory. As an example application, we explore a family of configurations with per-field-period axis helicity equal to one half, demonstrating an approximate scaling symmetry relating different field period numbers.

We present new and updated methods for reducing transport caused by electrostatic ion-temperature-gradient (ITG) driven turbulence in quasi-isodynamic (QI) configurations. We first show an updated model for the threshold (critical) gradient of localised toroidal ITG modes. It is then argued that it is desirable for ITG modes to 'split' and localise in separate curvature drift wells, which is leveraged to produce a six-field-period QI configuration with a high critical gradient. We show that the destabilising effect of kinetic electrons (Costello & Plunk 2025 J. Plasma Phys. vol. 91, p. E12) on localised ITG modes can be minimised in a magnetic field structure, which we dub 'inverse mirror'. Applying a general optimisation target that improves ITG stability above the critical gradient yields an inverse mirror configuration which maintains heat fluxes below or equal to the W7-X high mirror configuration for a range of applied density gradients.

In this work we investigate the landscape of quasi-isodynamic (QI) stellarators using the near-axis expansion of the magnetic field. Building on recent theoretical developments, we construct a database of more than 800 000 stable, approximately QI vacuum magnetic configurations. These configurations span a range of field period numbers and other geometric control parameters, including the magnetic axis shape and plasma elongation. To evaluate each configuration, we use a broad set of measures, including effective ripple, sensitivity of the Shafranov shift to changes in plasma $\beta$ , the prevalence of maximum- $\mathcal{J}$ trapped particles and the Rosenbluth-Hinton residual, among others. This enables an exhaustive, thorough and quantitative characterisation of the database. Statistical analysis and modern machine learning techniques are then employed to find correlations and identify key descriptors and heuristics to help understand tendencies that govern the behaviour of numerical optimisation. The database provides baseline configurations for further studies and to serve as tailored initial conditions for optimisation. With this work we initiate a long-term program to complete a systematic exploration of QI stellarator design space.

For the representation of axi-symmetric plasma configurations (tokamaks), it is natural to use cylindrical coordinates (R,Z,phi), where phi is an independent coordinate. The same cylindrical coordinates have also been widely used for representing 3D MHD equilibria of non-axisymmetric configurations (stellarators), with cross-sections, defined in R,Z-planes, that vary over phi. Stellarator equilibria have been found, however, for which cylindrical coordinates are not at all a natural choice, for instance certain stellarators obtained using the near-axis expansion (NAE) defined by a magnetic axis curve and its Frenet frame. In this contribution, we propose an alternative approach for representing the boundary in a fixed-boundary 3D MHD equilibrium solver, moving away from cylindrical coordinates. Instead, we use planar cross-sections whose orientation is determined by a general coordinate frame (G-frame). This frame is similar to the conventional Frenet frame, but more flexible. As an additional part of the boundary representation, it becomes an input to the equilibrium solve, along with the geometry of the cross-sections. We see two advantages: (1) the capability to easily represent configurations where the magnetic axis is highly non-planar or even knotted. (2) a reduction in the degrees of freedom needed for the boundary surface, and thus the equilibrium solver, enabling progress in optimization of these configurations. We discuss the properties of the G-frame, starting from the conventional Frenet frame. Then we show two exemplary ways of constructing it, first from a NAE solution and also from a given boundary surface. We present the details of the implementation of the new frame in the 3D MHD equilibrium solver GVEC. Furthermore, we demonstrate for a highly shaped QI-optimized stellarator that far fewer degrees of freedom are necessary to find a high quality equilibrium solution, compared to the solution computed in cylindrical coordinates.

We present a number of measures and techniques to characterise and effectively construct quasi-isodynamic stellarators within the near-axis framework, without the need to resort to the computation of global equilibria. These include measures of the reliability of the model (including aspect-ratio limits and the appearance of ripple wells), quantification of omnigeneity through $\epsilon _{\mathrm{eff}}$ , measure and construction of MHD-stabilised fields, and the sensitivity of the field to the pressure gradient. The paper presents, discusses and gives examples of all of these, for which expansions to second order are crucial. This opens the door to the exploration of how key underlying choices of the field design govern the interaction of desired properties (‘trade-offs’) and provides a practical toolkit to perform efficient optimisation directly within the space of near-axis quasi-isodynamic configurations.

The intensity of the turbulence in tokamaks and stellarators depends on its ability to excite and sustain zonal flows. Insight into this physics may be gained by studying the ”residual”, i.e. the late-time linear response of the system to an initial perturbation. We investigate this zonal-flow residual in the limit of a small magnetic mirror ratio, where we find that the typical quadratic approximation to RH (Rosenbluth Hinton, 1998) breaks down. Barely passing particles are in this limit central in determining the resulting level of the residual, which we estimate analytically. The role played by the population with large orbit width provides valuable physical insight into the response of the residual beyond this limit. Applying this result to tokamak, quasi-symmetric and quasi-isodynamic equilibria, using a near-axis approximation, we identify the effect to be more relevant (although small) in the core of quasi-axisymmetric fields, where the residual is smallest. The analysis in the paper also clarifies the relationship between the residual and the geodesic acoustic mode, whose typical theoretical set-ups are similar.

The first stellarator design was a simple tube of plasma twisted and closed on itself in the form of a figure-8. The line of such devices, however, was quickly ended over concerns related to plasma stability. We revisit the figure-8 concept, re-imagined as a modern optimized stellarator, and find the potential for a high degree of stability, as well as exceptionally simple construction. In particular, the design that we find admits planar coils, and is the first quasi-isodynamic stellarator design to have this property. Our work is made possible by recent theoretical progress in the near-axis theory of quasi-isodynamic stellarators, combined with fundamental progress in the numerical solution of three-dimensional magnetohydrodynamic equilibria that cannot be well represented using traditional cylindrical coordinates.

We present a comparative study of transport in two optimized stellarator configurations: Wendelstein 7-X (W7-X) and a recent design called quasi-symmetric turbulence konzept (QSTK). Using global gyrokinetic toroidal code, we explore the role of zonal flows (ZFs) in suppressing electrostatic ion temperature gradient (ITG) driven turbulence in both configurations. The simulations reveal that ZFs significantly reduce ion heat transport in both W7-X and QSTK, with a lower value of heat flux on the latter configuration, as suggested by the apparently higher linear threshold ('critical') gradients for ITG modes. The study also highlights that both stellarators exhibit similar mode structures. The results support the notion that linear stability measures, in combination with nonlinear stabilization by ZFs, can play an important role in the suppression of nonlinear heat fluxes.

Upper bounds on the growth of instabilities in gyrokinetic systems have recently been derived by considering the optimal perturbations that maximise the growth of a chosen energy norm. This technique has previously been applied to two-species gyrokinetic systems with fully kinetic ions and electrons. However, in tokamaks and stellarators, the expectation from linear instability analyses is that the most important kinetic-electron contribution to ion-scale modes comes from the trapped electrons, which bounce faster than the timescale upon which instabilities evolve. As a result, a fully-kinetic electron response is not required to describe unstable modes in most cases. Here, we apply the optimal mode analysis to a reduced two-species system that consists of fully gyrokinetic ions and bounce-averaged electrons with the aim of finding a tighter bound on ion-scale instabilities in toroidal geometry. This analysis yields bounds that are greatly reduced in comparison to the earlier two-species result. Moreover, if the energy norm is properly chosen, wave-particle resonance effects can be captured, reproducing the stabilisation of density-gradient-driven instabilities in maximum-$J$ devices. The optimal mode analysis also reveals that the maximum-$J$ property has an additional stabilising effect on ion-temperature-gradient-driven instabilities, even in the absence of an electron-free energy source. This effect is explained in terms of the concept of mode inertia, making it distinct from other mechanisms.

The near-axis description of optimised stellarators, at second order in the expansion, provides important information about the field, both of physical and practical importance for stellarator optimisation. It, however, remains relatively underdeveloped for an important class of such stellarators, called quasi-isodynamic (QI). In this paper we develop the theoretical and numerical framework, applying the second-order omnigeneity conditions derived in Rodríguez & Plunk (2023), to make explicit construction of equilibrium solutions. We find that the case of QI stellarators calls for the careful treatment of continuity, smoothness and periodicity of the various functions involved, especially for so-called half-helicity fields, which feature prominently in existing QI designs. The numerical implementation of necessary elements is described, and several examples are constructed and quantitatively verified in detail. This work establishes a basis for further systematic exploration of the space of QI stellarators, and the development of both theoretical and practical tools to facilitate effective optimisation of QI stellarators.

The stellarator is a type of fusion energy device that - if properly designed - could provide clean, safe, and abundant energy to the grid. To generate this energy, a stellarator must keep a hot mixture of charged particles (known as a plasma) sufficiently confined by using a fully shaped magnetic field. If this is achieved, the heat from fusion reactions within the plasma can be harvested as energy. We present a novel method for designing reactor-relevant stellarator magnetic fields, which combine several key physical properties. These include plasma stability, excellent confinement of the fast moving particles generated by fusion reactions, and reduction of the turbulence that is known to limit the performance of the most advanced stellarator experiment in the world, Wendelstein 7-X.

We present a stellarator configuration optimized for a large threshold (‘critical gradient’) for the onset of the ion temperature gradient (ITG) driven mode, which achieves the largest critical gradient we have seen in any stellarator. Above this threshold, gyrokinetic simulations show that the configuration has low turbulence levels over an experimentally relevant range of the drive strength. The applied optimization seeks to maximize the drift curvature, leading to enhanced local-shear stabilization of toroidal ITG modes, and the associated turbulence. These benefits are combined with excellent quasi-symmetry, yielding low neoclassical transport and vanishingly small alpha particle losses. Analysis of the resulting configuration suggests a trade-off between magnetohydrodynamic (MHD) and ITG stability, as the new configuration possesses a vacuum magnetic hill.

We investigate the core confinement properties of two recently devised quasi-helically symmetric stellarator configurations, HSK and QSTK. Both have been optimized for large critical gradients of the ion temperature gradient mode, which is an important driver of turbulent transport in magnetic confinement fusion devices. To predict the resulting core plasma profiles, assuming a fixed edge temperature, we utilize an advanced theoretical framework based on the gyrokinetic codes GENE and GENE-3D, coupled to the transport code TANGO. Compared to the HSX stellarator, both HSK and QSTK achieve significantly higher core-to-edge temperature ratios, partly thanks to their smaller aspect ratios, with the other part due to more detailed shaping of the magnetic geometry achieved during optimization. The computed core confinement time, however, is less sensitive to core temperature than the fixed edge temperature, simply due to the disproportionate influence, the edge has on stored plasma energy. We, therefore, emphasize the possible benefits of further optimizing turbulence in the outer core region, and the need to include accurate modeling of confinement in the edge region in order to assess overall plasma performance of turbulence optimized stellarators.

The gyrokinetic theory of the residual flow, in the electrostatic limit, is revisited, with optimized stellarators in mind. We consider general initial conditions for the problem, and identify cases that lead to a non-zonal residual electrostatic potential, i.e. one having a significant component that varies within a flux surface. We investigate the behaviour of the 'intermediate residual' in stellarators, a measure of the flow that remains after geodesic acoustic modes have damped away, but before the action of the slower damping that is caused by unconfined particle orbits. The case of a quasi-isodynamic stellarator is identified as having a particularly large such residual, owing to the small orbit width achieved by optimization.

In fusion devices, the geometry of the confining magnetic field has a significant impact on the instabilities that drive turbulent heat loss. This is especially true of stellarators, where the density-gradient-driven branch of the ‘trapped electron mode’ (TEM) is predicted to be linearly stable if the magnetic field has the maximum-J property, as is very approximately the case in certain magnetic configurations of the Wendelstein 7-X experiment (W7-X). Here we show, using both analytical theory and simulations, that the benefits of the optimisation of W7-X also serve to mitigate ion-temperature-gradient (ITG) modes as long as an electron density gradient is present. We find that the effect indeed carries over to nonlinear numerical simulations, where W7-X has low TEM-driven transport, and reduced ITG turbulence in the presence of a density gradient, giving theoretical support for the existence of enhanced confinement regimes, in the presence of strong density gradients (e.g. hydrogen pellet or neutral beam injection).

Tokamaks and stellarators are the leading two magnetic confinement devices for producing fusion energy, begging the question of whether the strengths of the two could be merged into a single concept. To meet this challenge, we propose a first -of -its kind optimized stellarator-tokamak hybrid. Compared to a typical tokamak coil set, only a single simple type of stellarator coil has to be added which leads to a compact, volume- and transport -preserving magnetic field, with an added rotational transform that reaches levels thought to enhance stability.

Free energy, widely used as a measure of turbulence intensity in weakly collisional plasmas, has been recently found to be a suitable basis to describe both linear and nonlinear growth in a wide class gyrokinetic systems. The simplicity afforded by this approach is accompanied by some drawbacks, notably the lack of any explicit treatment of wave-particle effects, which makes the theory unable to describe things like stability thresholds or dependence on the geometry of the background magnetic field. As a step toward overcoming these limitations, we propose an extension of the theory based on a generalization of free energy. With this it is demonstrated that resonance effects are recovered, and the bounds on growth are significantly reduced. The simplicity and efficient computation of the associated "optimal" growth rates makes the theory potentially applicable to stellarator optimization.

In this study, we explore the influence of the helicity of the magnetic axis – defined as the self-linking number of the curve – on the quality of quasi-isodynamic stellarator-symmetric configurations constructed using the near-axis expansion method (Plunk et al., J. Plasma Phys., vol. 85, 2019, 905850602; Camacho Mata et al., J. Plasma Phys., vol. 88, 2022, 905880503). A class of magnetic axes previously unexplored within this formalism is identified when analysing the axis shape of the QIPC configuration (Subbotin et al., Nucl. Fusion, vol. 46, 2006, p. 921): the case of half-helicity (per field period). We show that these shapes are compatible with the near-axis formalism and how they can be used to construct near-axis stellarators with up to five field periods, $\def\iotaslash{{\require{HTML} \style{display: inline-block; transform: rotate(-13deg)}{\iota}}\kern-7pt{\require{HTML} \style{display: inline-block; transform: rotate(-25deg)}{-}}}{\epsilon _{\mathrm {eff}}} \approx 1.3\,\%$ , and similar rotational transform to existing conventionally optimized designs, without the need of a plasma boundary optimization.

Global electromagnetic turbulence is simulated in stellarator geometry using the gyrokinetic particle-in-cell code EUTERPE. The evolution of the turbulent electromagnetic field and the plasma profiles is considered at different values of the plasma beta and for different magnetic configurations. It is found that turbulence is linearly driven at relatively high toroidal mode numbers. In the nonlinear regime, lower toroidal mode numbers, including zonal flows, are excited resulting in a quench of the linear instability drive. The turbulent heat flux is outward and leads to the nonlinear relaxation of the plasma temperature profile. The particle flux is inward for the parameters considered. The effect of the parallel perturbation of the magnetic field on the stellarator turbulence is addressed.

In this paper, we summarize our recent work on gyrokinetic applications in electron–positron and non-neutral plasma. The electrostatic stability of electron–positron plasmas was investigated in dipole and slab geometries, with and without ion admixture. The gyrokinetic dispersion relation was derived and, for the slab case, extended to non-neutral plasmas. Here, we further extend the gyrokinetic formulation to the relativistic regime. Electron–positron plasmas are found to be remarkably stable as long as perfect symmetry between the two species prevails, but instabilities appear if this symmetry is broken, for instance by the introduction of impurities or magnetic curvature.