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

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

Squawk Pod