- Not to be confused with the spheromak, another topic in fusion research.
A spherical tokamak is a type of fusion power device based on the tokamak principle. It is notable for its very narrow profile, or "aspect ratio". A traditional tokamak has a toroidal confinement area that gives it an overall shape similar to a donut, complete with a large hole in the middle. The spherical tokamak reduces the size of the hole almost to zero, resulting in a plasma shape that is almost spherical, often compared with a cored apple. The spherical tokamak is sometimes referred to as a spherical torus and often shortened to ST.
The spherical tokamak is an offshoot of the conventional tokamak design. Proponents claim that it has a number of practical advantages over these devices, some of them dramatic. For this reason the ST has seen considerable interest since it was introduced in the late 1980s. However, development remains effectively one generation behind mainline efforts like JET. Major experiments in the field include the pioneering START and MAST at Culham in the UK, the US's NSTX, and numerous others.
Further theoretical work has cast some doubt on the use of spherical tokamaks as a route to lower cost power producing reactors. Further research is needed to better understand the "scaling laws" associated with this design. Even in the event that spherical tokamaks do not lead to lower cost approaches to generation, they are still lower cost in general; this makes them attractive devices for general plasma physics uses, or as concentrated high-energy neutron sources.
Aspect ratio 
Fusion reactor efficiency is based on the amount of power released from fusion reactions compared with the power needed to keep the plasma hot. This can be calculated from three key measures; the temperature of the plasma, its density, and the length of time the reaction is maintained. The product of these three measures is the "fusion triple product", and in order to be economic it must reach the Lawson criterion, ≥3 • 1021 keV • seconds / m³.
Tokamaks are the leading approach within the larger group of magnetic fusion energy (MFE) designs, all of which attempt to confine a plasma using powerful magnetic fields. In the MFE approach, it is the time axis that is considered most important for ongoing development. Tokamaks confine their fuel at low pressure (around 1/millionth of atmospheric) but high temperatures (150 million Celsius), and attempt to keep those conditions stable for increasing times on the order of seconds to minutes.
A key measure of MFE reactor economics is "beta", β, the ratio of plasma pressure to the magnetic pressure. Improving beta means that you need to use, in relative terms, less energy to generate the magnetic fields for any given plasma pressure (or density). The price of magnets scales roughly with β½, so reactors operating at higher betas are less expensive for any given level of confinement. Tokamaks operate at relatively low betas, a few %, and generally require superconducting magnets in order to have enough field strength to reach useful densities.
The limiting factor in reducing beta is the size of the magnets. Tokamaks use a series of ring-shaped magnets around the confinement area, and their physical dimensions mean that the hole in the middle of the torus can be reduced only so much before the magnet windings are touching. This limits the aspect ratio, A, of the reactor to about 2.5; the diameter of the reactor as a whole could be about 2.5 times the cross-sectional diameter of the confinement area. Some experimental designs were slightly under this limit, while many reactors had much higher A.
Reducing A 
During the 1980s, researchers at Oak Ridge National Laboratory (ORNL), led by Ben Carreras and Tim Hender, were studying the operations of tokamaks as A was reduced. They noticed, based on magnetohydrodynamic considerations, that tokamaks were inherently more stable at low aspect ratios. In particular, the classic "kink instability" was strongly suppressed. Other groups expanded on this body of theory, and found that the same was true for the high-order ballooning instability as well. This suggested that a low-A machine would not only be less expensive to build, but have better performance as well.
One way to reduce the size of the magnets is to re-arrange them around the confinement area. This was the idea behind the "compact tokamak" designs, typified by the Alcator C-Mod, Riggatron and IGNITOR. The later two of these designs place the magnets inside the confinement area, so the toroidal vacuum vessel can be replaced with a cylinder. The decreased distance between the magnets and plasma leads to much higher betas, so conventional (non-superconducting) magnets could be used. The downside to this approach, one that was widely criticized, is that it places the magnets directly in the high-energy neutron flux of the fusion reactions. In operation the magnets would be rapidly eroded, requiring the vacuum vessel to be opened and the entire magnet assembly replaced after a month or so of operation.
Around the same time, several advances in plasma physics were making their way through the fusion community. Of particular importance were the concepts of elongation and triangularity, referring to the cross-sectional shape of the plasma. Early tokamaks had all used circular cross-sections simply because that was the easiest to model and build, but over time it became clear that C or (more commonly) D-shaped plasma cross-sections led to higher performance. This produces plasmas with high "shear", which distributed and broke up turbulent eddies in the plasma. These changes led to the "advanced tokamak" designs, which include ITER.
Spherical tokamaks 
In 1984, Martin Peng of ORNL proposed an alternate arrangement of the magnet coils that would greatly reduce the aspect ratio while avoiding the erosion issues of the compact tokamak. Instead of wiring each magnet coil separately, he proposed using a single large conductor in the center, and wiring the magnets as half-rings off of this conductor. What was once a series of individual rings passing through the hole in the center of the reactor was reduced to a single post, allowing for aspect ratios as low as 1.2. This means that ST's can reach the same operational triple product numbers as conventional designs using one tenth the magnetic field.
The design, naturally, also included the advances in plasma shaping that were being studied concurrently. Like all modern designs, the ST uses a D-shaped plasma cross section. If you consider a D on the right side and a reversed D on the left, as the two approach each other (as A is reduced) eventually the vertical surfaces touch and the resulting shape is a circle. In 3D, the outer surface is roughly spherical. They named this layout the "spherical tokamak", or ST. These studies suggested that the ST layout would include all the qualities of the advanced tokamak, the compact tokamak, would strongly suppress several forms of turbulence, reach high β, have high self-magnetism and be less costly to build.
The ST concept appeared to represent an enormous advance in tokamak design. However, it was being proposed during a period when US fusion research budgets were being dramatically scaled back. ORNL was provided with funds to develop a suitable central column built out of a high-strength copper alloy called "Glidcop". However, they were unable to secure funding to build a demonstration machine, "STX".
From spheromak to ST 
Failing to build an ST at ORNL, Peng began a worldwide effort to interest other teams in the ST concept and get a test machine built. One way to do this quickly would be to convert a spheromak machine to the ST layout.
Spheromaks are essentially "smoke rings" of plasma that are internally self-stable. They can, however, drift about within their confinement area. The typical solution to this problem was to wrap the area in a sheet of copper, or more rarely, place a copper conductor down the center. When the spheromak approaches the conductor, a magnetic field is generated that pushes it away again. A number of experimental spheromak machines were built in the 1970s and early 80s, but demonstrated performance that simply was not interesting enough to suggest further development.
Machines with the central conductor had a strong mechanical resemblance to the ST design, and could be converted with relative ease. The first such conversion was made to the Heidelberg Spheromak Experiment, or HSE. Built at Heidelberg University in the early 1980s, HSE was quickly converted to a ST in 1987 by adding new magnets to the outside of the confinement area and attaching them to its central conductor. Although the new configuration only operated "cold", far below fusion temperatures, the results were promising and demonstrated all of the basic features of the ST.
Several other groups with spheromak machines made similar conversions, notably the rotamak at the Australian Nuclear Science and Technology Organisation and the SPHEX machine. In general they all found an increase in performance of a factor of two or more. This was an enormous advance, and the need for a purpose-built machine became pressing.
START and newer systems 
Peng's advocacy also caught the interest of Derek Robinson, of the United Kingdom Atomic Energy Authority (UKAEA) fusion center at Culham. What is today known as the Culham Centre for Fusion Energy was set up in the 1960s to gather together all of the UK's fusion research, formerly spread across several sites, and Robinson had recently been promoted to running several projects at the site.
Robinson was able to gather together a team and secure funding on the order of 100,000 pounds to build an experimental machine, the Small Tight Aspect Ratio Tokamak, or START. Several parts of the machine were recycled from earlier projects, while others were loaned from other labs, including a 40 keV neutral beam injector from ORNL. Before it started operation there was considerable uncertainty about its performance, and predictions that the project would be shut down if confinement proved to be similar to spheromaks.
Construction of START began in 1990, it was assembled rapidly and started operation in January 1991. Its earliest operations quickly put any theoretical concerns to rest. Using ohmic heating alone, START demonstrated betas as high as 12%, almost matching the record of 12.6% on the DIII-D machine. The results were so good that an additional 10 million pounds of funding was provided over time, leading to a major re-build in 1995. When neutral beam heating was turned on, beta jumped to 40%, beating any conventional design by 3 times.
Additionally, START demonstrated excellent plasma stability. A practical rule of thumb in conventional designs is that as the operational beta approaches a certain value normalized for the machine size, ballooning instability destabilizes the plasma. This so-called "Troyon limit" is normally 4, and generally limited to about 3.5 in real world machines. START improved this dramatically to 6. The limit depends on size of the machine, and indicates that machines will have to be built of at least a certain size if they wish to reach some performance goal. With START's much higher scaling, the same limits would be reached with a smaller machine.
Rush to build STs 
START proved Peng and Strickler's predictions; the ST had performance an order of magnitude better than conventional designs, and cost much less to build as well. In terms of overall economics, the ST was an enormous step forward.
Moreover, the ST was a new approach, and a low-cost one. It was one of the few areas of mainline fusion research where real contributions could be made on small budgets. This sparked off a series of ST developments around the world. In particular, the National Spherical Torus Experiment (NSTX) and Pegasus experiments in the US, Globus-M in Russia, and the UK's follow-on to START, MAST. START itself found new life as part of the Proto-Sphera project in Italy, where experimenters are attempting to eliminate the central column by passing the current through a secondary plasma.
Tokamak reactors consist of a toroidal vacuum tube surrounded by a series of magnets. One set of magnets is logically wired in a series of rings around the outside of the tube, but are physically connected through a common conductor in the center. The central column is also normally used to house the solenoid that forms the inductive loop for the ohmic heating system (and pinch current).
The canonical example of the design can be seen in the small tabletop ST device made at Flinders University, which uses a central column made of copper wire wound into a solenoid, return bars for the toroidal field made of vertical copper wires, and a metal ring connecting the two and providing mechanical support to the structure.
Stability within the ST 
Advances in plasma physics in the 1970s and 80s led to a much stronger understanding of stability issues, and this developed into a series of "scaling laws" that can be used to quickly determine rough operational numbers across a wide variety of systems. In particular, Troyon's work on the critical beta of a reactor design is considered one of the great advances in modern plasma physics. Troyon's work provides a beta limit where operational reactors will start to see significant instabilities, and demonstrates how this limit scales with size, layout, magnetic field and current in the plasma.
However, Troyon's work did not consider extreme aspect ratios, work that was later carried out by a group at the Princeton Plasma Physics Laboratory. This starts with a development of a useful beta for a highly asymmetric volume:
Where is the volume averaged magnetic field (as opposed to Troyon's use of the field in the vacuum outside the plasma, ). Following Freidberg, this beta is then fed into a modified version of the safety factor:
Where is the vacuum magnetic field, a is the minor radius, the major radius, the plasma current, and the elongation. In this definition it should be clear that decreasing aspect ratio, leads to higher average safety factors. These definitions allowed the Princeton group to develop a more flexible version of Troyon's critical beta:
Where is the inverse aspect ratio and is a constant scaling factor that is about 0.03 for any greater than 2. Note that the critical beta scales with aspect ratio, although not directly, because also includes aspect ratio factors. Numerically, it can be shown that is maximized for:
Using this in the critical beta formula above:
For a spherical tokamak with an elongation of 2 and an aspect ratio of 1.25:
Now compare this to a traditional tokamak with the same elongation and a major radius of 5 meters and minor radius of 2 meters:
The linearity of with aspect ratio is evident.
Power scaling 
Beta is an important measure of performance, but in the case of a reactor designed to produce electricity, there are other practical issues that have to be considered. Among these is the power density, which offers an estimate of the size of the machine needed for a given power output. This is, in turn, a function of the plasma pressure, which is in turn a function of beta. At first glance it might seem that the ST's higher betas would naturally lead to higher allowable pressures, and thus higher power density. However, this is only true if the magnetic field remains the same – beta is the ratio of magnetic to plasma density.
If one imagines a toroidal confinement area wrapped with ring-shaped magnets, it is clear that the magnetic field is greater on the inside radius than the outside - this is the basic stability problem that the tokamak's electrical current addresses. However, the difference in that field is a function of aspect ratio; an infinitely large toroid would approximate a straight solenoid, while an ST maximizes the difference in field strength. Moreover, as there are certain aspects of reactor design that are fixed in size, the aspect ratio might be forced into certain configurations. For instance, production reactors would use a thick "blanket" containing lithium around the reactor core in order to capture the high-energy neutrons being released, both to protect the rest of the reactor mass from these neutrons as well as produce tritium for fuel. The size of the blanket is a function of the neutron's energy, which is 14 MeV in the D-T reaction regardless of the reactor design, Thus the blanket would be the same for a ST or traditional design, about a meter across.
In this case further consideration of the overall magnetic field is needed when considering the betas. Working inward through the reactor volume toward the inner surface of the plasma we would encounter the blanket, "first wall" and several empty spaces. As we move away from the magnet, the field reduces in a roughly linear fashion. If we consider these reactor components as a group, we can calculate the magnetic field that remains on the far side of the blanket, at the inner face of the plasma:
Now we consider the average plasma pressure that can be generated with this magnetic field. Following Freidberg:
In an ST, where were are attempting to maximize as a general principle, one can eliminate the blanket on the inside face and leave the central column open to the neutrons. In this case, is zero. Considering a central column made of copper, we can fix the maximum field generated in the coil, to about 7.5 T. Using the ideal numbers from the section above:
Now consider the conventional design as above, using superconducting magnets with a of 15 T, and a blanket of 1.2 meters thickness. First we calculate to be 1/(5/2) = 0.4 and to be 1.5/5 = 0.24, then:
So in spite of the higher beta in the ST, the overall power density is lower, largely due to the use of superconducting magnets in the traditional design. This issue has led to considerable work to see if these scaling laws hold for the ST, and efforts to increase the allowable field strength through a variety of methods. Work on START suggests that the scaling factors are much higher in ST's, but this work needs to be replicated at higher powers to better understand the scaling.
ST's have two major advantages over conventional designs.
The first is practical. Using the ST layout places the toroidal magnets much closer to the plasma, on average. This greatly reduces the amount of energy needed to power the magnets in order to reach any particular level of magnetic field within the plasma. Smaller magnets cost less, reducing the cost of the reactor. The gains are so great that superconducting magnets may not be required, leading to even greater cost reductions. START placed the secondary magnets inside the vacuum chamber, but in modern machines these have been moved outside and can be superconducting.
The other advantages have to do with the stability of the plasma. Since the earliest days of fusion research, the problem in making a useful system has been a number of plasma instabilities that only appeared as the operating conditions moved ever closer to useful ones for fusion power. In 1954 Edward Teller hosted a meeting exploring some of these issues, and noted that he felt plasmas would be inherently more stable if they were following convex lines of magnetic force, rather than concave. It was not clear at the time if this manifested itself in the real world, but over time the wisdom of these words become apparent.
In the tokamak, stellarator and most pinch devices, the plasma is forced to follow helical magnetic lines. This alternately moves the plasma from the outside of the confinement area to the inside. While on the outside, the particles are being pushed inward, following a concave line. As they move to the inside they are being pushed outward, following a convex line. Thus, following Teller's reasoning, the plasma is inherently more stable on the inside section of the reactor. In practice the actual limits are suggested by the "safety factor", q, which vary over the volume of the plasma.
In a traditional circular cross-section tokamak, the plasma spends about the same time on the inside and the outside of the torus; slightly less on the inside because of the shorter radius. In the advanced tokamak with a D-shaped plasma, the inside surface of the plasma is significantly enlarged and the particles spend more time there. However, in a normal high-A design, q varies only slightly as the particle moves about, as the relative distance from inside the outside is small compared to the radius of the machine as a whole (the definition of aspect ratio). In an ST machine, the variance from "inside" to "outside" is much larger in relative terms, and the particles spend much more of their time on the "inside". This leads to greatly improved stability.
It is possible to build a traditional tokamak that operates at higher betas, through the use of more powerful magnets. To do this, the current in the plasma must be increased in order to generate the toroidal magnetic field of the right magnitude. This drives the plasma ever closer to the Troyon limits where instabilities set in. The ST design, through its mechanical arrangement, has much better q and thus allows for much more magnetic power before the instabilities appear. Conventional designs hit the Troyon limit around 3.5, whereas START demonstrated operation at 6.
The ST has three distinct disadvantages compared to "conventional" advanced tokamaks with higher aspect ratios.
The first issue is that the overall pressure of the plasma in an ST is lower than conventional designs, in spite of higher beta. This is due to the limits of the magnetic field on the inside of the plasma, This limit is theoretically the same in the ST and conventional designs, but as the ST has a much higher aspect ratio, the effective field changes more dramatically over the plasma volume.
The second issue is both an advantage and disadvantage. The ST is so small, at least in the center, that there is little or no room for superconducting magnets. This is not a deal-breaker for the design, as the fields from conventional copper wound magnets is enough for the ST design. However, this means that power dissipation in the central column will be considerable. Engineering studies suggest that the maximum field possible will be about 7.5 T, much lower than is possible with a conventional layout. This places a further limit on the allowable plasma pressures. However, the lack of superconducting magnets greatly lowers the price of the system, potentially offsetting this issue economically.
The lack of shielding also means the magnet is directly exposed to the interior of the reactor. It is subject to the full heating flux of the plasma, and the neutrons generated by the fusion reactions. In practice, this means that the column would have to be replaced fairly often, likely on the order of a year, greatly affecting the availability of the reactor. In production settings, the availability is directly related to the cost of electrical production. Experiments are underway to see if the conductor can be replaced by a z-pinch plasma or liquid metal conductor in its place.
Finally, the highly asymmetrical plasma cross sections and tightly wound magnetic fields require very high toroidal currents to maintain. Normally this would require large amounts of secondary heating systems, like neutral beam injection. These are energetically expensive, so the ST design relies on high bootstrap currents for economical operation. Luckily, high elongation and triangularity are the features that give rise to these currents, so it is possible that the ST will actually be more economical in this regard. This is an area of active research.
List of operational ST machines 
- MAST, Culham Science Center, United Kingdom
- NSTX, Princeton Plasma Physics Laboratory, United States
- Globus-M, Ioffe Institute, Russia
- Proto-Sphera (formerly START), ENEA, Italy
- TST-2, University of Tokyo, Japan
- SUNIST, Tsinghua University, China
- PEGASUS, University of Wisconsin-Madison, United States
- ETE, National Space Research Institute, Brazil
- John Lawson, "Some Criteria for a Power Producing Thermonuclear Reactor", Proceedings of the Physical Society B, Volume 70 (1957), p. 6
- Sykes 2008, pg. 41
- Many advanced tokamak designs routinely hit numbers on the order of ~ 1 × 1021 keV • seconds / m³, see "Fusion Triple Product and the Density Limit of High-Density Internal Diffusion Barrier Plasmas in LHD", 35th EPS Conference on Plasma Phys. Hersonissos, 9–13 June 2008
- John Wesson and David Campbell, "Tokamaks", Clarendon Press, 2004, pg. 115
- Sykes 1997, pg. B247
- Sykes 2008, pg. 10
- D.L. Jasby, "Selection of a toroidal fusion reactor concept for a magnetic fusion production reactor", Journal of Fusion Energy, Volume 6 Number 1 (1987), pg. 65
- "Evaluation of Riggatron Concept", Office of Naval Research
- Charles Kessel, "What's an Advanced Tokamak", Spring APS, Philadelphia, 2003
- Y-K Martin Peng, "Spherical Torus, Compact Fusion at Low Yield"., ORNL/FEDC-87/7 (December 1984)
- Braams and Scott, pg. 225
- Y-K Martin Peng, "Compact DT Fusion Spherical Tori at Modest Fields", CONF-850610-37 (December 1985)
- T.J. McManamy et all, "STX Magnet Fabrication and Testing to 18T", Martin Marietta Energy Systems, December 1988
- Sykes 2008, pg. 11
- Alan Sykes et all, "First results from the START experiment", Nuclear Fusion, Volume 32 Number 4 (1992), pg. 694
- Sykes 1998, pg. 1
- "Derek Robinson: Physicist devoted to creating a safe form of energy from fusion" The Sunday Times, 11 December 2002
- Sykes 1997, pg. B248
- Sykes 2008, pg. 29
- Sykes 1998, pg. 4
- Sykes 2008, pg. 18
- See images in Sykes 2008, pg. 20
- Freidberg, pg. 414
- Freidberg, pg. 413
- Sykes 2008, pg. 24
- See examples, Sykes 2008, pg. 13
- Robin Herman, "Fusion: The Search for Endless Energy", Cambridge University Press, 1990, pg. 30
- Freidberg 2007, p. 287.
- Freidberg, pg. 412
- Sykes 2008, p. 43.
- Paolo Micozzi et all, "Ideal MHD stability limits of the PROTO-SPHERA configuration", Nuclear Fusion, Volume 50 Number 9 (September 2010)
- Yican Wu et all, "Conceptual study on liquid metal center conductor post in spherical tokamak reactors", Fusion Engineering and Design, Volumes 51-52 (November 2000), pg. 395-399
- Sykes 2008, p. 31.
- C.M. Braams and P.E. Scott, "Nuclear Fusion: Half a Century of Magnetic Confinement Fusion Research", Taylor & Francis, 2002, ISBN 0-7503-0705-6
- Jeffrey Freidberg, "Plasma Physics and Fusion Energy", Cambridge University Press, 2007
- Alan Sykes et al. (Sykes 1997), "High-β performance of the START spherical tokamak", Plasma Physics and Controlled Fusion, Volume 39 (1997), B247–B260
- Alan Sykes (Sykes 2008), "The Development of the Spherical Tokamak", ICPP, Fukuoka September 2008
- Alan Sykes (Sykes 1998), "The Spherical Tokamak Programme at Culham", EURATOM/UKAEA, 20 November 1998
- Spherical Tokamaks – list of ST experiments at tokamak.info
- Culham Centre for Fusion Energy – spherical tokamaks at Culham, UK, including details of the MAST and START experiments