The Globe and Mail reports in its Thursday edition that Elon Musk's pivot away from the electric vehicles that made him rich and famous could spell the end of EVs. The Globe's Gus Carlson writes that last week Mr. Musk said the company would stop production of its Model S and X cars. Instead of retooling affected plants to build new models, the factory space will be converted to build humanoid robots. Mr. Musk's Cybercab self-driving robotaxi would eventually be sold in numbers "several times more" than all other Tesla models combined. There are a lot of practical reasons Mr. Musk may be falling out of love with EVs, starting with the continued declines in Tesla's profit and sales. In Canada, the feds are scrapping their EV mandate, favouring the carrot over the stick, though Tesla's results suggest there is no quick fix for the EV market. A big contributing factor in Tesla's decline is growing competition from Chinese rivals, which are producing high-quality, technically advanced models at significantly lower sticker prices than Teslas or other EVs. China's BYD is now the world's top-selling EV company. Mr. Carlson wonders if EVs will thrive on a wave of Chinese-made products or become a footnote in automotive history.