In 1958 Chandrasekhar, Kaufman and Watson derived, from the linearized collisionless Boltzmann and Maxwell equations, the stability of a sharp-boundary cylindrical screw pinch — a current-carrying plasma column with axial magnetic fields inside and outside the plasma and a surrounding conducting wall — with bi-Maxwellian (anisotropic-pressure) ion and electron distributions. They obtained the marginal-stability equation, proved that unstable modes grow without oscillating (no overstability), and computed marginal stability curves; but they left the stable-oscillation branch incomplete. For stable modes the velocity-space integrals defining the plasma response become singular at the resonant particle velocities, and require the Laplace-transform initial-value treatment with analytic continuation introduced by Landau in 1946 for spatially uniform plasma oscillations. No completion of this deferred problem is known in the literature: the only direct follow-up of the 1958 paper in the pinch-stability lineage (Jaggi 1962) redoes the marginal state with the fluid double-adiabatic (Chew–Goldberger–Low) equations, and the adjacent literatures — homogeneous hydromagnetic-wave damping, kinetic damping of surface waves at a plane plasma–vacuum interface, Vlasov-fluid and gyrokinetic screw-pinch analyses (growth side and finite-Larmor-radius effects), and electrostatic cylindrical and dipole problems — treat different models or geometries. The core remains open: the causal initial-value formulation of the 1958 problem, the damped normal-mode spectrum and damping rates of its stable surface modes as functions of wavenumber, azimuthal mode number, pressure anisotropy, and wall position, together with the paper's stated extensions to non-bi-Maxwellian equilibria, weak collisions, and unequal ion/electron temperature ratios.

Background

A pinch is a cylindrical plasma column that carries an axial electric current and is radially constricted by the azimuthal magnetic field that the current itself produces; in the 1950s it was the leading candidate configuration for the magnetic confinement of a fusion plasma. A screw pinch adds an axial magnetic field, produced by external coils, to the current's own azimuthal field, so that field lines spiral about the axis; a surrounding perfectly conducting wall at radius R0R_0 stabilizes long-wavelength perturbations by excluding field disturbances. The classical stability question is whether small perturbations of the equilibrium column grow or oscillate.

Chandrasekhar, Kaufman and Watson (1958) treated this configuration kinetically. Instead of the magnetohydrodynamic (MHD) fluid equations they started from the collisionless Boltzmann equation (also called the Vlasov equation) for the ion and electron distribution functions coupled to Maxwell's equations — appropriate for a hot, effectively collisionless plasma — applying the general perturbation theory for the collisionless Boltzmann equation in a magnetic field that the same three authors had developed the year before (Chandrasekhar, Kaufman and Watson 1957). The equilibrium distribution of each species is taken bi-Maxwellian: Gaussian in the velocity component qq parallel to the local magnetic field and in the perpendicular speed ss, but with different widths, so that the parallel and perpendicular kinetic pressures p∥p_\parallel and p⊥p_\perp differ; the anisotropy ratio is η=p⊥/p∥\eta=p_\perp/p_\parallel (taken equal for ions and electrons in the case analyzed, which makes a coefficient Rˉ\bar R, multiplying the induced parallel electric field, vanish). The analysis is linear: each perturbation is proportional to exp⁡(Ωt+ikz+imθ)\exp(\Omega t+ikz+im\theta), where zz is the axial coordinate, kk the axial wavenumber, mm the azimuthal mode number (m=0m=0 is the sausage mode, ∣m∣=1|m|=1 the kink mode), and Ω\Omega a complex growth rate; Re Ω>0\mathrm{Re}\,\Omega>0 means instability. The resulting characteristic equation, written Φ(Ω)=0\Phi(\Omega)=0 for the squared growth rate Ω2\Omega^2, is transcendental: the dispersion function Φ\Phi is built from modified Bessel functions ImI_m and KmK_m through combinations the paper denotes PmP_m, QmQ_m and Gm,ζG_{m,\zeta}, with dimensionless parameters y=kr0y=kr_0 (normalized axial wavenumber), ζ=R0/r0\zeta=R_0/r_0 (normalized wall radius), αP\alpha_P and αV\alpha_V (axial-field strengths inside the plasma and in the vacuum, in units of the azimuthal field BθB_\theta at the plasma surface), and β=4πP⊥0/Bθ2\beta=4\pi P_\perp^0/B_\theta^2 (normalized perpendicular pressure, fixed by radial force balance 2β=1+αV2−αP22\beta=1+\alpha_V^2-\alpha_P^2).

The paper's published results concern the growth side and the marginal state: the marginal-stability equation obtained by setting Ω2=0\Omega^2=0 (which the abstract notes differs slightly from a criterion derived by M. N. Rosenbluth from an analysis of the particle orbits); a proof, from the analytic properties of the function Φ(Ω)\Phi(\Omega) of the growth rate, that no mode is overstable (no mode oscillates while growing): when Φ(0)>0\Phi(0)>0 and the supplementary condition Γ2(0)>0\Gamma^2(0)>0 holds, Φ(Ω)\Phi(\Omega) has no zeros in the right half Ω\Omega-plane, so that the marginal state indeed bounds the unstable domain; numerical marginal curves for the kink mode m=−1m=-1, for anisotropies η=1/2\eta=1/2 and η=5\eta=5 at αV=0\alpha_V=0, 0.10.1, 0.250.25 and 0.50.5; and, in an appendix, the homogeneous-plasma plane-wave dispersion relation from which the firehose and mirror instabilities follow (the two pressure-anisotropy instabilities of a uniform magnetized plasma: excess parallel pressure destabilizes transverse bending of field lines, excess perpendicular pressure destabilizes field compression). For unstable modes the velocity-space integrals defining the plasma response are nonsingular. For stable oscillations, Ω=iω\Omega=\mathrm{i}\omega with real frequency ω\omega (that is, Ω2<0\Omega^2<0 in the paper's exp⁡(Ωt)\exp(\Omega t) convention), the same integrals are singular at the resonant particle velocities v∥=±ω/kv_\parallel=\pm\omega/k, where particles keep pace with the wave. Landau (1946), for spatially uniform electrostatic plasma oscillations, showed that the physically correct solution comes from posing the problem as an initial-value problem and transforming in time (a Laplace transform), which prescribes how the velocity integral is to be continued past its resonant singularity; the outcome is that modes that appear neutrally oscillating in the naive treatment are in fact damped (Landau damping), a collisionless damping caused by resonant particles. The kinetic stability theory of the pinch on the stable-oscillation side — the analog, for this bounded, inhomogeneous, electromagnetic surface-mode problem, of Landau's uniform electrostatic analysis — was not carried out in the paper.

Problem Statement

Model, fixed by the source paper. A sharp-boundary cylindrical plasma occupies r<r0r<r_0 with a uniform axial magnetic field BP0B_P^0; the vacuum region r0<r<R0r_0<r<R_0 contains a uniform axial field BV0B_V^0 and the azimuthal field Bθ(r0/r)B_\theta(r_0/r) of the axial current; the outer boundary r=R0r=R_0 is a perfectly conducting wall. The ion and electron equilibrium distributions are bi-Maxwellian with common anisotropy η=p⊥/p∥\eta=p_\perp/p_\parallel (so the paper's coefficient Rˉ\bar R — the moment of the equilibrium distributions that multiplies the induced electric field parallel to the equilibrium magnetic field — vanishes), and the equilibrium satisfies 2β=1+αV2−αP22\beta=1+\alpha_V^2-\alpha_P^2 with αP=BP0/Bθ\alpha_P=B_P^0/B_\theta, αV=BV0/Bθ\alpha_V=B_V^0/B_\theta, β=4πP⊥0/Bθ2\beta=4\pi P_\perp^0/B_\theta^2 (P⊥0P_\perp^0 the total perpendicular pressure). Perturbations vary as exp⁡(Ωt+ikz+imθ)\exp(\Omega t+ikz+im\theta). The linearized collisionless Boltzmann and Maxwell equations reduce to a characteristic equation Φ(Ω)=0\Phi(\Omega)=0 for Ω2\Omega^2; the dispersion function Φ\Phi is built from modified Bessel functions ImI_m and KmK_m through combinations the paper denotes PmP_m, QmQ_m and Gm,ζG_{m,\zeta}, and contains velocity-space integrals over the parallel velocity qq and perpendicular speed ss (through the paper's coefficients Sˉ\bar S and Rˉ\bar R; for the stated equilibrium Sˉ=2(1−η)\bar S=2(1-\eta) and Rˉ=0\bar R=0) whose denominators Ω2+k2q2\Omega^2+k^2q^2 vanish at the resonant velocities. The radial structure of the plasma response is set by the parameter Γ\Gamma, defined by the paper through

Γ2=P⊥0−P∥0+αP2Bθ2/4π+ρ0Ω2/k2(Sˉ+Rˉ)P⊥0+αP2Bθ2/4π,\Gamma^2=\frac{P_\perp^0-P_\parallel^0+\alpha_P^2B_\theta^2/4\pi+\rho^0\Omega^2/k^2}{(\bar S+\bar R)P_\perp^0+\alpha_P^2B_\theta^2/4\pi},

with P∥0P_\parallel^0 the total parallel pressure and ρ0\rho^0 the equilibrium mass density; stability requires the supplementary condition Γ2>0\Gamma^2>0 (when Γ2<0\Gamma^2<0 the combination Pm(Γy)P_m(\Gamma y) acquires poles, which the paper argues implies instability).

Completed portion (published in 1958). The marginal equation Φ(0)=0\Phi(0)=0 with its supplementary inequalities; the proof that when Φ(0)>0\Phi(0)>0 and Γ2(0)>0\Gamma^2(0)>0 the function Φ(Ω)\Phi(\Omega) has no zeros in the right half Ω\Omega-plane (no overstability, so the marginal state bounds the unstable domain); the numerical marginal curves (kink mode m=−1m=-1) for η=1/2\eta=1/2 and η=5\eta=5 at αV=0\alpha_V=0, 0.10.1, 0.250.25, 0.50.5; the homogeneous-plasma plane-wave limit of the appendix.

Open portion (deferred in the paper). (i) Time-dependent theory of the stable oscillations: determine the causal formulation of the initial-value problem for the stable modes and the analytic structure of the continued dispersion function — the disposition of its zeros and of any branch points and poles associated with the resonant velocities v∥=±ω/kv_\parallel=\pm\omega/k and with the vanishing of Γ2\Gamma^2 on the imaginary axis — and thereby obtain the damped normal-mode spectrum: the complex eigenfrequencies of the stable branch and their damping rates as functions of (y,m,η,αP,αV,ζ)(y,m,\eta,\alpha_P,\alpha_V,\zeta), including how the discrete surface modes are completed by, or dissolve into, the resonant-particle continuum, and the late-time behavior of an arbitrary initial perturbation. (ii) The stated generalizations, within the same framework: how the spectrum and criteria change for non-bi-Maxwellian equilibrium distributions; for a small number of collisions; and for unequal ion/electron temperature ratios (Rˉ≠0\bar R\neq 0, the induced parallel electric field retained — the case the source most explicitly defers). (iii) The extension of the numerical marginal-curve survey to representative further values of η\eta and ζ\zeta.

Research target. Determine the causal time-dependent theory of the stable oscillations of the stated equilibrium: the continued dispersion relation together with the analytic structure of the resulting dispersion function (the disposition of its zeros and of the branch points and poles associated with the resonant velocities and with the vanishing of Γ2\Gamma^2 on the imaginary axis, together with how the discrete surface modes are completed by, or dissolve into, the resonant-particle continuum and the late-time behavior of an initial perturbation); the damped roots for the published cases (η=1/2\eta=1/2 and 55; αV=0\alpha_V=0, 0.10.1, 0.250.25, 0.50.5) and for further values of η\eta and of the wall position ζ\zeta; the marginal limits that reproduce the published marginal curves as the damping tends to zero; and the behavior under the stated extensions — a non-bi-Maxwellian equilibrium, weak collisions, and unequal ion/electron temperature ratios (Rˉ≠0\bar R\neq 0) — within the same framework.

References

  1. S. Chandrasekhar, A. N. Kaufman, K. M. Watson, 'The stability of the pinch', Proceedings of the Royal Society of London. Series A. Mathematical and Physical Sciences 245, 435-455 (1958). DOI: 10.1098/rspa.1958.0094, https://doi.org/10.1098/rspa.1958.0094
  2. S. Chandrasekhar, A. N. Kaufman, K. M. Watson, 'Properties of an ionized gas of low density in a magnetic field. III', Annals of Physics 2, 435-470 (1957). DOI: 10.1016/0003-4916(57)90016-7, https://doi.org/10.1016/0003-4916(57)90016-7 (the general perturbation theory of the collisionless Boltzmann equation in a magnetic field that the 1958 source paper applies)
  3. L. Landau, 'On the vibrations of the electronic plasma', Journal of Physics of the USSR 10, 25 (1946); reprinted in Collected Papers of L. D. Landau, 445-460, Pergamon Press (1965). DOI: 10.1016/b978-0-08-010586-4.50066-3, https://doi.org/10.1016/b978-0-08-010586-4.50066-3
  4. G. F. Chew, M. L. Goldberger, F. E. Low, 'The Boltzmann equation and the one-fluid hydromagnetic equations in the absence of particle collisions', Proceedings of the Royal Society of London. Series A. Mathematical and Physical Sciences 236, 112-118 (1956). DOI: 10.1098/rspa.1956.0116, https://doi.org/10.1098/rspa.1956.0116
  5. R. K. Jaggi, 'The stability of the pinch with anisotropic pressure', Nuclear Fusion 2, 78-83 (1962). DOI: 10.1088/0029-5515/2/1-2/011, https://doi.org/10.1088/0029-5515/2/1-2/011
  6. G. A. Pearson, A. N. Kaufman, 'Stabilization of a current-carrying plasma by wave-particle interaction', Physical Review Letters 14, 735-736 (1965). DOI: 10.1103/PhysRevLett.14.735, https://doi.org/10.1103/PhysRevLett.14.735
  7. A. Barnes, 'Collisionless damping of hydromagnetic waves', The Physics of Fluids 9, 1483-1495 (1966). DOI: 10.1063/1.1761882, https://doi.org/10.1063/1.1761882
  8. J. P. Freidberg, 'Vlasov-fluid model for studying gross stability of high-β plasmas', The Physics of Fluids 15, 1102-1108 (1972). DOI: 10.1063/1.1694035, https://doi.org/10.1063/1.1694035
  9. P. C. Clemmow, J. N. Elgin, 'Landau damping of surface waves at a plasma–vacuum interface', Journal of Plasma Physics 14, 179-194 (1975). DOI: 10.1017/S0022377800025629, https://doi.org/10.1017/S0022377800025629
  10. L. Turner, 'Finite-Larmor-radius stabilization in a sharp-boundary Vlasov-fluid screw pinch', The Physics of Fluids 20, 654-661 (1977). DOI: 10.1063/1.861925, https://doi.org/10.1063/1.861925
  11. L. Turner, 'Vlasov-fluid theory of short-wavelength instabilities of a sharp-boundary screw pinch', The Physics of Fluids 20, 662-674 (1977). DOI: 10.1063/1.861926, https://doi.org/10.1063/1.861926
  12. H. R. Lewis, L. Turner, 'Formulation of the linearized Vlasov-fluid model for a sharp-boundary screw pinch', Journal of Mathematical Physics 20, 564-571 (1979). DOI: 10.1063/1.524124, https://doi.org/10.1063/1.524124
  13. T. E. Cayton, H. R. Lewis, 'Free and forced m=0 oscillations of a sharp-boundary Vlasov-fluid screw pinch', The Physics of Fluids 23, 109-128 (1980). DOI: 10.1063/1.862851, https://doi.org/10.1063/1.862851
  14. R. J. Stéfant, 'Gyrokinetic theory of the screw pinch', Physics of Fluids B: Plasma Physics 1, 1209-1224 (1989). DOI: 10.1063/1.858997, https://doi.org/10.1063/1.858997
  15. J. Squire, A. A. Schekochihin, E. Quataert, 'Amplitude limits and nonlinear damping of shear-Alfvén waves in high-beta low-collisionality plasmas', New Journal of Physics 19, 055005 (2017). DOI: 10.1088/1367-2630/aa6bb1, https://doi.org/10.1088/1367-2630/aa6bb1
  16. A. Mishchenko, G. Plunk, P. Helander, 'Electrostatic stability of electron-positron plasmas in dipole geometry', Journal of Plasma Physics 84, 905840201 (2018); preprint arXiv:1711.08021. DOI: 10.1017/S0022377818000193, https://doi.org/10.1017/S0022377818000193
  17. J. H. Hoyos, J. A. Valencia, S. Ramirez, 'Landau damping in cilyndrical inhomogeneous plasmas' [title as published], Journal of Physics: Conference Series 1247, 012006 (2019). DOI: 10.1088/1742-6596/1247/1/012006, https://doi.org/10.1088/1742-6596/1247/1/012006
  18. P. Lucibello, 'On Axial Current Induction and Stability of a Pinch', IEEE Transactions on Plasma Science 52, 3270-3284 (2024). DOI: 10.1109/TPS.2024.3464615, https://doi.org/10.1109/TPS.2024.3464615