Emerge Energy Services (NYSE: EMES) seems to be emerging at the most opportune time. With the oil and gas industry needing the service of Emerge's most profitable business segment -- sand for hydraulic fracturing proppant -- it has sent shares of this master limited partnership up an absurd 146% this year alone. When most investors see numbers like that, the first thing that comes to mind is, "There is no chance it can continue that pace." But despite competitors Hi-Crush Partners (HCRS.Q) and U.S. Silica Holdings (SLCA -1.87%) looking to ramp up production, Emerge could actually see similar results for the rest of the year.

Tune into the video below to find out what Emerge has coming down the pipe for the rest of 2014 that could justify this huge share run-up.