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Glossary

Magnetic Shear

The rate at which the pitch of magnetic field lines changes from one flux surface to the next, a critical factor in suppressing turbulence and stabilizing MHD modes.

Reviewed Last reviewed: 9 Aug 2026 · Category: Glossary

Magnetic shear quantifies how rapidly the direction of the magnetic field—specifically, the safety factor q—changes across nested flux surfaces in a magnetically confined plasma. It is one of the principal levers that determine both macroscopic MHD stability and microscopic turbulent transport.

Definition

Formal expression: The dimensionless magnetic shear is defined as s = (r/q)(dq/dr), where r is the minor radial coordinate and q is the safety factor. Positive shear (s > 0) means q increases outward—the standard situation in a conventional tokamak—while negative shear (s < 0), also called reversed shear, occurs when q decreases outward in part of the profile.1

Role in MHD Stability

Magnetic shear has a powerful stabilizing influence on pressure-driven interchange and ballooning modes. On surfaces with strong positive shear, neighboring field lines diverge rapidly, which limits the radial extent of perturbations and raises the critical pressure gradient for instability onset. This is the essence of the Mercier criterion for interchange stability and the first ballooning stability boundary. Conversely, regions of low or zero shear can be vulnerable to infernal modes—pressure-driven instabilities with global structure.2

Reversed Shear and Transport Barriers

Some of the most promising advanced tokamak scenarios exploit reversed magnetic shear. When a hollow current profile produces a region where dq/dr < 0, the resulting negative shear strongly suppresses ion-temperature-gradient (ITG) turbulence. This can form an internal transport barrier (ITB) with dramatically steepened pressure gradients and improved energy confinement. Experiments on JT-60U, DIII-D, and JET have demonstrated that reversed-shear ITBs can raise the confinement time by factors of two or more compared with standard H-mode.3

Stellarator context: In stellarators, the shear profile is determined entirely by the external coil geometry and can be designed independently of the plasma pressure. Wendelstein 7-X, for example, operates with low global shear to avoid low-order rational surfaces in the confinement region while relying on a magnetic island divertor at the edge.4

Shear and Turbulence Suppression

Beyond its MHD role, magnetic shear interacts with flow shear (the radial gradient of plasma rotation) to govern microinstability growth rates. The E × B flow-shear stabilization criterion, formulated by Waltz and others, shows that turbulence is suppressed when the E × B shearing rate exceeds the maximum linear growth rate of the dominant microinstability. The magnetic shear enters because it sets the radial correlation length of turbulent eddies: stronger magnetic shear narrows the eddies radially, making them easier to shear apart.

Measurement

The magnetic shear profile is inferred from the q profile, which is reconstructed from internal magnetic-field measurements. Motional Stark Effect (MSE) polarimetry is the standard diagnostic, measuring the pitch angle of the field via Doppler-shifted Balmer-alpha emission from injected neutral beams.

Sources

  1. Freidberg, J.P., Ideal MHD, Cambridge University Press (2014), §9.4.
  2. Connor, J.W. et al., "Shear, periodicity, and plasma ballooning modes," Physical Review Letters 40, 396 (1978).
  3. Fujita, T. et al., "High-performance experiments in JT-60U reversed-shear discharges," Nuclear Fusion 39, 1627 (1999).
  4. Klinger, T. et al., "Overview of first Wendelstein 7-X high-performance operation," Nuclear Fusion 59, 112004 (2019).

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