This chapter reviews the progress accomplished since the redaction of the first ITER Physics Basis Nucl. Fusion 39 2137 in the field of energetic ion physics and its possible impact on burning plasma regimes. New schemes to create energetic ions simulating the fusion-produced alphas are introduced, accessing experimental conditions of direct relevance for burning plasmas, in terms of the Alfvénic Mach number and of the normalised pressure gradient of the energetic ions, though orbit characteristics and size cannot always match those of ITER. Based on the experimental and theoretical knowledge of the effects of the toroidal magnetic field ripple on direct fast ion losses, ferritic inserts in ITER are expected to provide a significant reduction of ripple alpha losses in reversed shear configurations. The nonlinear fast ion interaction with kink and tearing modes is qualitatively understood, but quantitative predictions are missing, particularly for the stabilisation of sawteeth by fast particles that can trigger neoclassical tearing modes. A large database on the linear stability properties of the modes interacting with energetic ions, such as the Alfvén eigenmode has been constructed. Comparisons between theoretical predictions and experimental measurements of mode structures and drive/damping rates approach a satisfactory degree of consistency, though systematic measurements and theory comparisons of damping and drive of intermediate and high mode numbers, the most relevant for ITER, still need to be performed. The nonlinear behaviour of Alfvén eigenmodes close to marginal stability is well characterized theoretically and experimentally, which gives the opportunity to extract some information on the particle phase space distribution from the measured instability spectral features. Much less data exists for strongly unstable scenarios, characterised by nonlinear dynamical processes leading to energetic ion redistribution and losses, and identified in nonlinear numerical simulations of Alfvén eigenmodes and energetic particle modes. Comparisons with theoretical and numerical analyses are needed to assess the potential implications of these regimes on burning plasma scenarios, including in the presence of a large number of modes simultaneously driven unstable by the fast ions.

Intense axisymmetric oscillations driven by suprathermal ions injected in the direction counter to the toroidal plasma current are observed in the DIII-D tokamak. The modes appear at nearly half the ideal geodesic acoustic mode frequency, in plasmas with comparable electron and ion temperatures and elevated magnetic safety factor (q_{min}>or=2). Strong bursting and frequency chirping are observed, concomitant with large (10%-15%) drops in the neutron emission. Large electron density fluctuations (n[over ]_{e}/n_{e} approximately 1.5%) are observed with no detectable electron temperature fluctuations, confirming a dominant compressional contribution to the pressure perturbation as predicted by kinetic theory. The observed mode frequency is consistent with a recent theoretical prediction for the energetic-particle-driven geodesic acoustic mode.

The area of energetic particle (EP) physics in fusion research has been actively and extensively researched in recent decades. The progress achieved in advancing and understanding EP physics has been substantial since the last comprehensive review on this topic by Heidbrink and Sadler (1994 Nucl. Fusion 34 535). That review coincided with the start of deuterium-tritium (DT) experiments on the Tokamak Fusion Test Reactor (TFTR) and full scale fusion alphas physics studies. Fusion research in recent years has been influenced by EP physics in many ways including the limitations imposed by the 'sea' of Alfvén eigenmodes (AEs), in particular by the toroidicity-induced AE (TAE) modes and reversed shear AEs (RSAEs). In the present paper we attempt a broad review of the progress that has been made in EP physics in tokamaks and spherical tori since the first DT experiments on TFTR and JET (Joint European Torus), including stellarator/helical devices. Introductory discussions on the basic ingredients of EP physics, i.e., particle orbits in STs, fundamental diagnostic techniques of EPs and instabilities, wave particle resonances and others, are given to help understanding of the advanced topics of EP physics. At the end we cover important and interesting physics issues related to the burning plasma experiments such as ITER (International Thermonuclear Experimental Reactor).

The collective Thomson scattering (CTS) diagnostic proposed for ITER is designed to measure projected 1D fast-ion velocity distribution functions at several spatial locations simultaneously. The frequency shift of scattered radiation and the scattering geometry place fast ions that caused the collective scattering in well-defined regions in velocity space, here dubbed interrogation regions. Since the CTS instrument measures entire spectra of scattered radiation, many different interrogation regions are probed simultaneously. We here give analytic expressions for weight functions describing the interrogation regions, and we show typical interrogation regions of the proposed ITER CTS system. The backscattering system with receivers on the low-field side is sensitive to fast ions with pitch |p| = |v∥/v| < 0.5–0.9 depending on the ion energy and the frequency shift of the scattered radiation. A forward scattering system with receivers on the high-field side would be sensitive to co- and counter-passing fast ions in narrow interrogation regions with pitch |p| > 0.6–0.8. Additionally, we use weight functions to reconstruct 2D fast-ion distribution functions, given two projected 1D velocity distribution functions from simulated simultaneous measurements with the back- and forward scattering systems.