Talks with Iran, a Call with the President, & Energy Prices 3/23/26

Squawk Pod

CNBC

Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 23 March 2026

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Energy prices are on the move after President Trump posted on Truth Social that he ordered the U.S. military to postpone strikes on Iran’s power plants and energy infrastructure for five days. Shortly after the post, he spoke directly with Joe Kernen, mentioning “productive talks” with Iranian representatives and regime change. While Iranian media denied any such talks had taken place, the markets moved on each chapter of the news as it unfolded. Allianz chief economic advisor Mohamed El-Erian shares his own economic perspective, and then Richard Goldberg offers his analysis on the military operations still in play in Iran, as the former White House National Security Council Director for Countering Iranian Weapons of Mass Destruction. In Dubai, CNBC’s Dan Murphy reports on sentiment among the Gulf nations, including from his sources in Emirati leadership. Mohamed El- Erian - 06:49 Richard Goldberg - 18:28 Dan Murphy - 29:21 In this episode: Dan Murphy, @dan_murphy Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY

Transcript

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0:00.0	Bring in show music, please.
0:03.0	This is Squawk Pod, and I'm CNBC producer Cameron Costa.
0:09.0	On today's episode, Developments on the War in Iran.
0:13.0	A truth social post turned energy prices around and around this morning.
0:18.0	President Trump writing that strikes against Iran's power plants are postponed in light of productive conversations with Iran.
0:26.3	The futures are spiking on that true social post from the president.
0:31.3	Then direct from President Trump to our own Joe Kernan.
0:35.9	You heard some of it on the speaker?
0:37.2	I did. The president's comments on it on the speaker. I did.
0:38.0	The president's comments on his talks with Iran.
0:41.3	Great meetings, great conversations, and hopes that within the next five days something
0:45.9	very substantive can be arrived at for the end of hostilities.
0:50.2	Then Iran's news agency telling Reuters citing a source that there are no talks with the U.S.
0:57.0	A market take from Alian's chief economic advisor, Mohamed Alarian.
1:03.0	The next five days are going to be critical in seeing whether you could hold the thing together,
1:08.0	pending these behind-closed-door negotiations that we've just learned about.
1:12.0	And the military operations at play with former national security official in the Trump
1:17.0	administration, Richard Goldberg. He offers one of many ways to interpret this morning's news.
1:23.7	This is a way to continue to buy more time knowing he has one, two, three weeks of targets
1:29.6	remaining.
1:30.6	Plus analysis from CNBC's Dan Murphy, live in Dubai.
1:35.8	Senior Emirati officials have told me in the last few days as well that ultimately Tehran
	...

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