In a magnetized, collisionless plasma, the magnetic moment of the constituent particles is an adiabatic invariant. An increase in the magnetic-field strength in such a plasma thus leads to an increase in the thermal pressure perpendicular to the field lines. Above a $\unicode[STIX]{x1D6FD}$-dependent threshold (where $\unicode[STIX]{x1D6FD}$ is the ratio of thermal to magnetic pressure), this pressure anisotropy drives the mirror instability, producing strong distortions in the field lines on ion-Larmor scales. The impact of this instability on magnetic reconnection is investigated using a simple analytical model for the formation of a current sheet (CS) and the associated production of pressure anisotropy. The difficulty in maintaining an isotropic, Maxwellian particle distribution during the formation and subsequent thinning of a CS in a collisionless plasma, coupled with the low threshold for the mirror instability in a high-$\unicode[STIX]{x1D6FD}$ plasma, imply that the geometry of reconnecting magnetic fields can differ radically from the standard Harris-sheet profile often used in simulations of collisionless reconnection. As a result, depending on the rate of CS formation and the initial CS thickness, tearing modes whose growth rates and wavenumbers are boosted by this difference may disrupt the mirror-infested CS before standard tearing modes can develop. A quantitative theory is developed to illustrate this process, which may find application in the tearing-mediated disruption of kinetic magnetorotational ‘channel’ modes.

We present a complete analysis of all wave modes in a cold pair plasma, significantly extending standard textbook treatments. Instead of identifying the maximal number of two propagating waves at fixed frequency $\unicode[STIX]{x1D714}$, we introduce a unique labelling of all 5 mode pairs described by the general dispersion relation $\unicode[STIX]{x1D714}(k)$, starting from their natural ordering at small wavenumber $k$. There, the 5 pairs start off as Alfvén (A), fast magnetosonic (F), modified electrostatic (M) and electromagnetic O and X branches, and each $\unicode[STIX]{x1D714}(k)$ branch smoothly connects to large wavenumber resonances or limits. For cold pair plasmas, these 5 branches show avoided crossings, which become true crossings at exactly parallel or perpendicular orientation. Only for those orientations, we find a changed connectivity between small and large wavenumber behaviour. Analysing phase and group diagrams for all 5 wave modes, distinctly different from the Clemmow–Mullaly–Allis representation, reveals the true anisotropy of the A, M and O branches.

This tutorial covers validation of gyrokinetic turbulent-transport models via comparison of measured turbulence with realistic simulations of fusion plasmas. It presents a brief history of validation of gyrokinetic simulations, the principal challenges encountered, a limited survey of common turbulence diagnostics used on tokamaks and stellarators, an overview of the fundamentals of synthetic diagnostic models and a discussion of frontiers in turbulent-transport model validation.

We study the resistive evolution of a localized self-organizing magnetohydrodynamic equilibrium. In this configuration the magnetic forces are balanced by a pressure force caused by a toroidal depression in the pressure. Equilibrium is attained when this low-pressure region prevents further expansion into the higher-pressure external plasma. We find that, for the parameters investigated, the resistive evolution of the structures follows a universal pattern when rescaled to resistive time. The finite resistivity causes both a decrease in the magnetic field strength and a finite slip of the plasma fluid against the static equilibrium. This slip is caused by a Pfirsch–Schlüter-type diffusion, similar to what is seen in tokamak equilibria. The net effect is that the configuration remains in magnetostatic equilibrium whilst it slowly grows in size. The rotational transform of the structure becomes nearly constant throughout the entire structure, and decreases according to a power law. In simulations this equilibrium is observed when highly tangled field lines relax in a high-pressure (relative to the magnetic field strength) environment, a situation that occurs when the twisted field of a coronal loop is ejected into the interplanetary solar wind. In this paper we relate this localized magnetohydrodynamic equilibrium to magnetic clouds in the solar wind.

The formation of zonal flows from inhomogeneous drift-wave (DW) turbulence is often described using statistical theories derived within the quasilinear approximation. However, this approximation neglects wave–wave collisions. Hence, some important effects such as the Batchelor–Kraichnan inverse-energy cascade are not captured within this approach. Here we derive a wave kinetic equation that includes a DW collision operator in the presence of zonal flows. Our derivation makes use of the Weyl calculus, the quasinormal statistical closure and the geometrical-optics approximation. The obtained model conserves both the total enstrophy and energy of the system. The derived DW collision operator breaks down at the Rayleigh–Kuo threshold. This threshold is missed by homogeneous-turbulence theory but expected from a full-wave quasilinear analysis. In the future, this theory might help better understand the interactions between drift waves and zonal flows, including the validity domain of the quasilinear approximation that is commonly used in the literature.

The confinement of the guiding-centre trajectories in a stellarator is determined by the variation of the magnetic field strength $B$ in Boozer coordinates $(r,\unicode[STIX]{x1D703},\unicode[STIX]{x1D711})$, but $B(r,\unicode[STIX]{x1D703},\unicode[STIX]{x1D711})$ depends on the flux surface shape in a complicated way. Here we derive equations relating $B(r,\unicode[STIX]{x1D703},\unicode[STIX]{x1D711})$ in Boozer coordinates and the rotational transform to the shape of flux surfaces in cylindrical coordinates, using an expansion in distance from the magnetic axis. A related expansion was done by Garren and Boozer (Phys. Fluids B, vol. 3, 1991a, 2805) based on the Frenet–Serret frame, which can be discontinuous anywhere the magnetic axis is straight, a situation that occurs in the interesting case of omnigenity with poloidally closed $B$ contours. Our calculation in contrast does not use the Frenet–Serret frame. The transformation between the Garren–Boozer approach and cylindrical coordinates is derived, and the two approaches are shown to be equivalent if the axis curvature does not vanish. The expressions derived here help enable optimized plasma shapes to be constructed that can be provided as input to VMEC and other stellarator codes, or to generate initial configurations for conventional stellarator optimization.

We report the observation of a nonlinear wave packet propagating through a relaxed Taylor state in the Swarthmore Spheromak eXperiment (SSX) device. The wave packet is launched by a fast, pulsed, high current (${\approx}21~\text{kA}$) single-turn theta-pinch coil mounted outside the plasma vessel. The theta-pinch coil is energized by discharging a 40 kV, 2 kJ capacitor circuit. The wave packet velocity is super-thermal and super-Alfvénic; its group velocity is more consistent with a whistler pulse than other characteristic velocities. We also observe a fast density pulse which indicates that it is not Alfvénic in nature.

In tokamak plasmas, sheared flows perpendicular to the driving temperature gradients can strongly stabilise linear modes. While the system is linearly stable, regimes with persistent nonlinear turbulence may develop, i.e. the system is subcritical. A perturbation with small but finite amplitude may be sufficient to push the plasma into a regime where nonlinear effects are dominant and thus allow sustained turbulence. The minimum threshold for nonlinear instability to be triggered provides a criterion for assessing whether a tokamak is likely to stay in the quiescent (laminar) regime. At the critical amplitude, instead of transitioning to the turbulent regime or decaying to a laminar state, the trajectory will map out the edge of chaos. Surprisingly, a quasi-travelling-wave solution is found as an attractor on this edge manifold. This simple advecting solution is qualitatively similar to, but simpler than, the avalanche-like bursts seen in earlier turbulent simulations and provides an insight into how turbulence is sustained in subcritical plasma systems. For large flow shearing rate, the system is only convectively unstable, and given a localised initial perturbation, will eventually return to a laminar state at a fixed spatial location.

The nonlinear development of a low frequency beam-cyclotron instability in a collisional plasma composed of magnetized ions and electrons and unmagnetized, negatively charged dust is investigated using one-dimensional particle-in-cell simulations. Collisions of charged particles with neutrals are taken into account via a Langevin operator. The instability, which is driven by an ion $\boldsymbol{E}\times \boldsymbol{B}$drift, excites a quasi-discrete wavenumber spectrum of waves that propagate perpendicular to the magnetic field with frequency of the order of the dust plasma frequency. In the linear regime, the unstable wavelengths are of the order of the ion gyroradius. As the wave energy density increases, the dominant modes shift to longer wavelengths, suggesting a transition to a Hall-current-type instability. Parameters are considered that reflect the ordering of plasma and dust quantities in laboratory dusty plasmas with high magnetic field. Comparison with the nonlinear development of this beam cyclotron instability in a collisionless dusty plasma is also briefly discussed.

We explore the growth of large-scale magnetic fields in a shear flow, due to helicity fluctuations with a finite correlation time, through a study of the Kraichnan–Moffatt model of zero-mean stochastic fluctuations of the $\unicode[STIX]{x1D6FC}$ parameter of dynamo theory. We derive a linear integro-differential equation for the evolution of the large-scale magnetic field, using the first-order smoothing approximation and the Galilean invariance of the $\unicode[STIX]{x1D6FC}$-statistics. This enables construction of a model that is non-perturbative in the shearing rate $S$ and the $\unicode[STIX]{x1D6FC}$-correlation time $\unicode[STIX]{x1D70F}_{\unicode[STIX]{x1D6FC}}$. After a brief review of the salient features of the exactly solvable white-noise limit, we consider the case of small but non-zero $\unicode[STIX]{x1D70F}_{\unicode[STIX]{x1D6FC}}$. When the large-scale magnetic field varies slowly, the evolution is governed by a partial differential equation. We present modal solutions and conditions for the exponential growth rate of the large-scale magnetic field, whose drivers are the Kraichnan diffusivity, Moffatt drift, shear and a non-zero correlation time. Of particular interest is dynamo action when the $\unicode[STIX]{x1D6FC}$-fluctuations are weak; i.e. when the Kraichnan diffusivity is positive. We show that in the absence of Moffatt drift, shear does not give rise to growing solutions. But shear and Moffatt drift acting together can drive large-scale dynamo action with growth rate $\unicode[STIX]{x1D6FE}\propto |S|$.

With the advent of high power lasers, new opportunities have opened up for simulating astrophysical processes in the laboratory. We show that second-order Fermi acceleration can be directly investigated at the National Ignition Facility, Livermore. This requires measuring the momentum-space diffusion of 3 MeV protons produced within a turbulent plasma generated by a laser. Treating Fermi acceleration as a biased diffusion process, we show analytically that a measurable broadening of the initial proton distribution is then expected for particles exiting the plasma.

Tokamak start-up is strongly dependent on the state of the initial plasma formed during plasma breakdown. We have investigated through numerical simulations the effects that the pre-filling pressure and induced electric field have on pure ohmic heating during the breakdown process. Three breakdown modes during the discharge are found, as a function of different initial parameters: no breakdown mode, successful breakdown mode and runaway mode. No breakdown mode often occurs with low electric field or high pre-filling pressure, while runaway electrons are usually easy to generate at high electric field or low pre-filling pressure (${<}1.33\times 10^{-4}$  Pa). The plasma behaviours and the physical mechanisms under the three breakdown modes are discussed. We have identified the electric field and pressure values at which the different modes occur. In particular, when the electric field is $0.3~\text{V}~\text{m}^{-1}$ (the value at which ITER operates), the pressure range for possible breakdown becomes narrow, which is consistent with Lloyd’s theoretical prediction. In addition, for $0.3~\text{V}~\text{m}^{-1}$, the optimal pre-filling pressure range obtained from our simulations is $1.33\times 10^{-3}\sim 2.66\times 10^{-3}$  Pa, in good agreement with ITER’s design. Besides, we also find that the Townsend discharge model does not appropriately describe the plasma behaviour during tokamak breakdown due to the presence of a toroidal field. Furthermore, we suggest three possible operation mechanisms for general start-up scenarios which could better control the breakdown phase.

To consider the contribution of the spin–orbit interaction in the extraordinary wave spectrum we derive a generalization of the separate spin evolution quantum hydrodynamics. Applying the corresponding nonlinear Pauli equation we include the Fermi spin current contribution in the spin evolution. We find that the spectrum of extraordinary waves consists of three branches: two of them are well-known extraordinary waves and the third one is the spin-electron acoustic wave. A change of the extraordinary wave spectrum due to the spin–orbit interaction is also obtained.

Gyrokinetic simulations of drift waves in low-magnetic-shear stellarators reveal that simulation domains comprised of multiple turns can be required to properly resolve critical mode structures important in saturation dynamics. Marginally stable eigenmodes important in saturation of ion temperature gradient modes and trapped electron modes in the Helically Symmetric Experiment (HSX) stellarator are observed to have two scales, with the envelope scale determined by the properties of the local magnetic shear and an inner scale determined by the interplay between the local shear and magnetic field-line curvature. Properly resolving these modes removes spurious growth rates that arise for extended modes in zero-magnetic-shear approximations, enabling use of a zero-magnetic-shear technique with smaller simulation domains and attendant cost savings. Analysis of subdominant modes in trapped electron mode (TEM)-driven turbulence reveals that the extended marginally stable modes play an important role in the nonlinear dynamics, and suggests that the properties induced by low magnetic shear may be exploited to provide another route for turbulence saturation.

This paper summarizes the results of an experimental program at Caltech wherein magnetohydrodynamically driven plasma jets are created and diagnosed. The theory modelling these jets, the main experimental results and their relevance to astrophysical jets are presented. The model explains how the jets are driven and why they self-collimate. Characteristic kink and Rayleigh–Taylor instabilities are shown to occur and the ramifications of these instabilities are discussed. Extending the experimental results to the astrophysical situation reveals a shortcoming in ideal magnetohydrodynamics (MHD) that must be remedied by replacing the ideal MHD Ohm’s law by the generalized Ohm’s law. It is shown that when the generalized Ohm’s law is used and the consequences of weak ionization are taken into account, an accretion disk behaves much like the electrodes, mass source and power supply used in the experiment.

We consider the one-dimensional equilibrium problem of a shear-flow boundary layer within an ‘extended-fluid model’ of a plasma that includes the Hall and the electron pressure terms in Ohm’s law, as well as dynamic equations for anisotropic pressure for each species and first-order finite-Larmor-radius (FLR) corrections to the ion dynamics. We provide a generalized version of the analytic expressions for the equilibrium configuration given in Cerri et al., (Phys. Plasmas, vol. 20 (11), 2013, 112112), highlighting their intrinsic asymmetry due to the relative orientation of the magnetic field $\boldsymbol{B}$, $\boldsymbol{b}=\boldsymbol{B}/|\boldsymbol{B}|$, and the fluid vorticity $\unicode[STIX]{x1D74E}=\unicode[STIX]{x1D735}\times \boldsymbol{u}$ (‘$\unicode[STIX]{x1D74E}\boldsymbol{b}$ asymmetry’). Finally, we show that FLR effects can modify the Chapman–Ferraro current layer at the flank magnetopause in a way that is consistent with the observed structure reported by Haaland et al., (J. Geophys. Res. (Space Phys.), vol. 119, 2014, pp. 9019–9037). In particular, we are able to qualitatively reproduce the following key features: (i) the dusk–dawn asymmetry of the current layer, (ii) a double-peak feature in the current profiles and (iii) adjacent current sheets having thicknesses of several ion Larmor radii and with different current directions.

The predictions of mean-field electrodynamics can now be probed using direct numerical simulations of random flows and magnetic fields. When modelling astrophysical magnetohydrodynamics, it is important to verify that such simulations are in agreement with observations. One of the main challenges in this area is to identify robust quantitative measures to compare structures found in simulations with those inferred from astrophysical observations. A similar challenge is to compare quantitatively results from different simulations. Topological data analysis offers a range of techniques, including the Betti numbers and persistence diagrams, that can be used to facilitate such a comparison. After describing these tools, we first apply them to synthetic random fields and demonstrate that, when the data are standardized in a straightforward manner, some topological measures are insensitive to either large-scale trends or the resolution of the data. Focusing upon one particular astrophysical example, we apply topological data analysis to H i observations of the turbulent interstellar medium (ISM) in the Milky Way and to recent magnetohydrodynamic simulations of the random, strongly compressible ISM. We stress that these topological techniques are generic and could be applied to any complex, multi-dimensional random field.

The component of the neoclassical electrostatic potential that is non-constant on the magnetic surface, that we denote by $\tilde{\unicode[STIX]{x1D711}}$, can affect radial transport of highly charged impurities, and this has motivated its inclusion in some modern neoclassical codes. The number of neoclassical simulations in which $\tilde{\unicode[STIX]{x1D711}}$ is calculated is still scarce, partly because they are usually demanding in terms of computational resources, especially at low collisionality. In this paper the size, the scaling with collisionality and with aspect ratio and the structure of $\tilde{\unicode[STIX]{x1D711}}$ on the magnetic surface are analytically derived in the $1/\unicode[STIX]{x1D708}$, $\sqrt{\unicode[STIX]{x1D708}}$ and superbanana-plateau regimes of stellarators close to omnigeneity; i.e. stellarators that have been optimized for neoclassical transport. It is found that the largest $\tilde{\unicode[STIX]{x1D711}}$ that the neoclassical equations admit scales linearly with the inverse aspect ratio and with the size of the deviation from omnigeneity. Using a model for a perturbed omnigenous configuration, the analytical results are verified and illustrated with calculations by the code KNOSOS. The techniques, results and numerical tools employed in this paper can be applied to neoclassical transport problems in tokamaks with broken axisymmetry.

A dynamo driven by motions unaffected by viscous forces is termed ‘magnetostrophic’, but cannot be found through today’s numerical simulations, which require substantial viscosity to stabilize solutions of the full magnetohydrodynamic (MHD) dynamo equations. By using an alternative numerical technique, proposed by Taylor (Proc. R. Soc. Lond. A, vol. 274, 1963, pp. 274–283), we recently obtained the first magnetostrophic dynamo solutions ever derived (Wu & Roberts, Geophys. Astrophys. Fluid Dyn., vol. 109, 2014, pp. 84–110). These were axisymmetric and of mean-field type. In an earlier paper (Roberts & Wu, Geophys. Astrophys. Fluid Dyn., vol. 108, 2014, pp. 696–715), we proposed an extension of Taylor’s method. Here we explore its numerical implications, comparing them to the consequences of Taylor’s original proposal. One of the differences between the two approaches is that our modification retains torsional waves but Taylor’s theory does not. A more important difference is that our extension of Taylor’s method is, for reasons presented here, the most general possible that does not suffer from the limitations imposed by viscosity on today’s numerical simulations.

An introduction to the use of projection-operator methods for the derivation of classical fluid transport equations for weakly coupled, magnetised, multispecies plasmas is given. In the present work, linear response (small perturbations from an absolute Maxwellian) is addressed. In the Schrödinger representation, projection onto the hydrodynamic subspace leads to the conventional linearized Braginskii fluid equations when one restricts attention to fluxes of first order in the gradients, while the orthogonal projection leads to an alternative derivation of the Braginskii correction equations for the non-hydrodynamic part of the one-particle distribution function. The projection-operator approach provides an appealingly intuitive way of discussing the derivation of transport equations and interpreting the significance of the various parts of the perturbed distribution function; it is also technically more concise. A special case of the Weinhold metric is used to provide a covariant representation of the formalism; this allows a succinct demonstration of the Onsager symmetries for classical transport. The Heisenberg representation is used to derive a generalized Langevin system whose mean recovers the linearized Braginskii equations but that also includes fluctuating forces. Transport coefficients are simply related to the two-time correlation functions of those forces, and physical pictures of the various transport processes are naturally couched in terms of them. A number of appendices review the traditional Chapman–Enskog procedure; record some properties of the linearized Landau collision operator; discuss the covariant representation of the hydrodynamic projection; provide an example of the calculation of some transport effects; describe the decomposition of the stress tensor for magnetised plasma; introduce the linear eigenmodes of the Braginskii equations; and, with the aid of several examples, mention some caveats for the use of projection operators.