Shell 3Q Profit Falls Short of Estimates

The video discusses the undervaluation of Shell and the challenges it faces in Europe. It explores the potential benefits of breaking up the company into distinct segments to unlock value, particularly in its LNG business. The speaker supports relocating certain operations to more favorable regions like Houston while keeping others in Europe. The overall argument is for a strategic breakup to improve Shell's market valuation.

What argument is made regarding the potential breakup of the company?

How does the speaker suggest restructuring the company's operations?