Spherical tokamak physics research in preparation for the operation of NSTX-U
S. Munaretto, (B. Leard, T. Rafiq, T. Singh, E. Schuster), et al. (Collaboration Paper)
Nuclear Fusion 66 (2026) 035001 (20pp)
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Abstract
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The National Spherical Torus Experiment Upgrade (NSTX-U) is preparing to resume operation,
representing a crucial step toward realizing compact, cost-effective fusion pilot plants. In
advance of this, extensive modeling and data analysis have been conducted to advance the
physics basis for low-aspect-ratio, high-performance plasma regimes, focusing on three core
objectives: confinement and stability, power and particle handling, and steady-state operation.
Significant progress has been made in understanding the electron temperature flattening in
high-β plasmas, which is shown to be driven by a complex interplay of magnetohydrodynamic
instabilities (e.g. non-resonant infernal modes), fast-ion-driven Alfvén eigenmodes, and electron
and ion-scale micro-instabilities, particularly Kinetic Ballooning Modes (KBMs), whose
destabilization is strongly dependent on parallel magnetic field fluctuations (δB∥). Furthermore,
a new gyrokinetic critical pedestal model was developed, accurately predicting pedestal
structure by identifying KBMs as the primary stability limit, offering a critical constraint for
future high-confinement scenarios. To address the challenge of high heat flux, novel liquid
lithium plasma-facing components were modeled. The analysis confirmed that lithium vapor
shielding is a self-regulating mechanism for heat mitigation, while also emphasizing that strong
main ion parallel flow is essential to minimize core lithium contamination. Finally, progress
toward steady-state operation was anchored by developing the required physics basis and
control tools. This includes predictive modeling for reversed magnetic shear sustainment,
demonstrating that magnetic island-induced bootstrap current reduction is negligible in STs, and
advancing real-time control and disruption avoidance capabilities. The development of
high-speed surrogate models (e.g. MMMNet) provides computationally efficient tools vital for
non-inductive scenario optimization and integrated, low-disruptivity operations planned for
NSTX-U.